Lab workup Β· Full case

Anaemia

NICE CKS BSH 2021
A
Anaemia Β· Clinical Reasoning Framework v2
GP & SCA Β· NICE CKS Anaemia 2023 / BSH Guidelines 2021
Hb <130 g/LAnaemia β€” males (WHO)
Hb <120 g/LAnaemia β€” females (WHO)
Hb <70 g/LTransfusion trigger threshold
Ferritin <30 Β΅g/LIron deficiency with symptoms
MCV <76 fLMicrocytic anaemia threshold
MCV >96 fLMacrocytic anaemia threshold
B12 <150 ng/LB12 deficiency threshold
3 monthsOral iron post-Hb normalisation
πŸ“‹ Clinical Stem β€” Anaemia Presenting in Primary Care
A patient presents with fatigue, pallor, and breathlessness on exertion β€” investigation reveals anaemia.
"Mrs Sarah Thornton, a 52-year-old post-menopausal primary school teacher, attends her GP having been told by a colleague that she 'looks very pale'. She reports 3 months of progressive tiredness, breathlessness climbing stairs, and cold intolerance. She takes regular ibuprofen for back pain and drinks approximately 14 units of alcohol per week. Her last menstrual period was 18 months ago. She has not had any bowel symptoms volunteered, but has some vague right-sided abdominal discomfort she mentioned almost in passing."
This stem can represent any aetiology of anaemia. The presenting symptoms (fatigue, pallor, breathlessness) are consistent across iron deficiency, B12/folate deficiency, anaemia of chronic disease, and haemolytic anaemia. The GP must use targeted history, examination, and investigations to classify and determine the urgency of further management. In SCA, the patient's hidden agenda β€” unexplored cancer fear β€” is the key consulting challenge.
Scenario A β€” Iron deficiency (GI cause) Post-menopausal woman or man with microcytic IDA; no obvious cause; requires 2-week wait referral to exclude colorectal or upper GI malignancy before treating with iron.
Scenario B β€” Iron deficiency (menstrual) Pre-menopausal woman with heavy periods and microcytic IDA; obvious cause; treat with oral iron and address menstrual cause; no malignancy referral needed unless other features.
Scenario C β€” B12 / pernicious anaemia Macrocytic anaemia with possible neurological symptoms (tingling, unsteady gait); positive intrinsic factor antibodies; requires lifelong IM hydroxocobalamin; SCA challenge is explaining the lifelong injection commitment.
Scenario D β€” Anaemia of chronic disease Normocytic anaemia in patient with known rheumatoid arthritis, CKD, or malignancy; treat the underlying condition first; iron replacement only if concurrent IDA proven on ferritin.
Scenario E β€” Dietary / folate deficiency Macrocytic anaemia in patient with alcohol misuse or taking methotrexate/phenytoin; must exclude B12 deficiency before starting folic acid; counsel about dietary sources and alcohol reduction.
Key variables to adapt for Age and sex (post-menopausal women and men β€” 2WW IDA); comorbidities (CKD, IBD, coeliac, RA); MCV (classifies cause); medication history (NSAIDs, metformin, methotrexate, PPIs); dietary pattern; GI symptoms; alcohol intake; neurological symptoms (B12); hidden agenda (cancer fear vs needle phobia vs non-disclosure of rectal bleeding).
Steps:
1
Step 1
History Taking β€” Open Question First Β· Targeted Questions Β· ICE Β· Psychosocial Context
β–²collapse
History is everything in anaemia. The MCV will classify, but only a careful history reveals the cause β€” and the cause determines whether investigation for malignancy is urgent, whether treatment can start immediately, or whether the haematological picture is a clue to an undiagnosed chronic disease. In SCA, the consultation is as much about exploring the patient's fear (often cancer) as it is about prescribing iron tablets.
πŸŽ“ Consultation opener β€” use existing information first
"Mrs Thornton, I can see from your notes that you've come in today feeling very tired and that a colleague noticed you looked pale. Before I ask you anything specific, I'd really like to hear it in your own words β€” what's been going on for you?"
Asking "Are you tired?" when the reason for attendance already states fatigue wastes time and scores zero in the Global Skills domain for failing to use available information. An open question referencing the presenting context signals you've read the notes β€” this scores GS marks for structured, efficient data gathering.
1A β€” Start with an open question: let the patient lead, then move to targeted questions
Question to askWhy it matters clinicallyChanges what?
🟒 OPEN QUESTION β€” always start here"Tell me what's been going on β€” how have you been feeling lately?" Allows patient to lead β€” they may volunteer GI bleeding, dark stools, or cancer fear without prompting. Unstructured narrative reveals functional impact (can't manage stairs, missing work) which informs urgency and management.Scores GS and RO: patient-centred opening, no premature closure. Failure to open consultation this way is a common SCA deduction. DDxICEMgmt
Duration and onset"How long have you been feeling this way? Did it come on suddenly or gradually?" Gradual onset over months suggests nutritional deficiency or slow GI blood loss. Acute onset (days) raises haemolysis or acute haemorrhage.Differentiates IDA/B12 (insidious) from haemolytic crisis or acute GI bleed (rapid). DDxUrgency
Nature of fatigue"Is the tiredness there all the time, or worse with activity?" Anaemia-related fatigue is typically exertional β€” worsens with activity, partially relieved by rest. Fatigue at rest is more likely depression, hypothyroidism, or severe anaemia (Hb <80 g/L).Helps gauge severity and functional impact β€” key for triage decision and urgency of haematological correction. DDxUrgency
Breathlessness"Have you noticed any shortness of breath? When does it occur β€” on exertion, at rest, or lying flat?" Dyspnoea on exertion is compensatory tachycardia/increased cardiac output in anaemia. Orthopnoea or PND suggests concurrent cardiac failure.Exertional breathlessness with anaemia is an indication for urgent same-day review if Hb <80 with cardiac symptoms. UrgencyReferral
Palpitations and chest pain"Have you noticed your heart racing, or any chest tightness or pain?" Tachycardia is a compensatory mechanism in significant anaemia. Chest pain with anaemia raises risk of myocardial ischaemia β€” anaemia lowers oxygen delivery to already-compromised coronary arteries.Cardiac symptoms with significant anaemia (Hb <80) are same-day/emergency β€” do not delay for outpatient investigation. 999Urgency
GI symptoms β€” rectal bleeding, dark stools"Have you noticed any blood in your stools, or stools that look very dark or tarry?" Rectal bleeding + IDA in patient β‰₯50 or post-menopausal woman = 2-week wait colorectal referral (NICE NG12). Melaena indicates upper GI bleeding. Many patients will not volunteer this without direct asking.This single question determines whether 2WW referral is required. Not asking it is a serious SCA omission affecting the Tasks domain. 999ReferralInvestigations
Change in bowel habit"Has your bowel habit changed at all β€” going more often, looser stools, or feeling like you can't empty properly?" Change in bowel habit + IDA = 2WW colorectal referral regardless of rectal bleeding (NICE NG12). Alternating constipation and diarrhoea suggests colonic malignancy. Looser stools + IDA in younger patients raises coeliac disease or IBD.Must be asked in any patient with unexplained IDA β€” the change may be subtle and attributed to diet or stress. ReferralDDx
Weight loss, night sweats, anorexia"Have you lost any weight recently without trying? Any drenching night sweats?" Unexplained weight loss + anaemia = haematological malignancy or solid tumour until proven otherwise. B symptoms alongside anaemia β†’ urgent haematology referral.Weight loss >10% in 3 months + anaemia = urgent haematology, not routine GP management. UrgencyReferral
Dysphagia"Have you had any difficulty swallowing β€” food sticking, or pain on swallowing?" Progressive dysphagia + IDA = 2WW upper GI referral (NICE NG12) to exclude oesophageal or gastric malignancy. Paterson-Brown-Kelly syndrome (oesophageal web + IDA) is rare but requires upper GI endoscopy.Never attribute dysphagia to "reflux" in IDA without OGD. ReferralDDx
Neurological symptoms (B12)"Have you noticed any tingling or numbness in your hands or feet? Any problems with your balance or walking?" B12 deficiency causes subacute combined degeneration of the spinal cord (SACD) β€” dorsal and lateral column demyelination. Neurological features warrant urgent B12 replacement to prevent irreversible damage.SACD can progress without macrocytosis if B12 and folate deficiencies coexist β€” never rely on MCV alone to exclude B12 deficiency. UrgencyManagementDDx
Mouth symptoms"Have you had a sore tongue, cracks at the corners of your mouth, or any ulcers?" Glossitis (smooth, red tongue), angular cheilitis, and aphthous ulcers suggest IDA or B12/folate deficiency. Atrophic glossitis (thin, smooth, pale tongue) is more specific for B12 deficiency.Examination of the mouth should always follow this history if these symptoms are elicited. DDx
Menstrual history"When was your last period? Before your menopause, were your periods heavy β€” flooding or more than 6 pads a day?" Menorrhagia is the commonest cause of IDA in pre-menopausal women. Post-menopausal IDA requires GI investigation for malignancy before attributing to menstrual causes.Post-menopausal status + IDA = 2WW referral even without GI symptoms (NICE NG12). A frequent SCA examiner trap. DDxReferralManagement
Dietary history"What's your usual diet like β€” do you eat red meat, leafy vegetables? Are you vegetarian or vegan? How much tea or coffee with meals?" Vegan/strict vegetarian diet is the most common cause of B12 deficiency in younger adults (animal products are the only natural dietary B12 source). Poor dietary iron and high tannin beverages cause IDA.For vegan patients, frame dietary B12 advice as supplementation support, not criticism of their dietary choice β€” demonstrates person-centred consulting. DDxManagement
1B β€” Red flags: must not miss Β· must ask Β· must act
🚨

Red Flags β€” act before continuing history

Red flagWhy dangerousAction
Active GI bleeding β€” haematemesis or melaenaUpper GI haemorrhage causes rapid haemodynamic compromise. Melaena represents β‰₯50–100mL blood proximal to distal ileum β€” can coexist with apparently stable observations before sudden decompensation. Risk of Mallory-Weiss, peptic ulcer, oesophageal varices.999 immediately
Symptomatic Hb <70 g/L with tachycardia, breathlessness at rest, or haemodynamic instabilityCardiovascular compensation fails below Hb 60–70 g/L β€” risk of high-output cardiac failure, myocardial ischaemia, and end-organ hypoperfusion. Patients with pre-existing cardiac disease decompensate at higher Hb levels (<80 g/L).Same-day hospital
Neurological features with B12 deficiency β€” unsteady gait, limb weakness, cognitive declineSubacute combined degeneration of the spinal cord is irreversible if B12 replacement is delayed. Demyelination of dorsal and lateral columns progresses even when haematological features are absent or mild.Urgent B12 + neurology
Unexplained IDA in men of any age or post-menopausal women β€” without obvious GI causeIron deficiency anaemia in men and post-menopausal women is caused by GI blood loss until proven otherwise. Colorectal cancer and upper GI malignancy are the most important causes β€” both potentially curable if detected early. NICE NG12 mandates 2WW referral.2WW referral β€” upper and/or lower GI
Unexplained weight loss (>5% in 3 months) with anaemiaWeight loss + anaemia = malignancy, lymphoma, or myelodysplasia until proven otherwise. The combination represents a constitutional B symptom pattern with haematological abnormality β€” urgent haematological and oncological investigation required.2WW referral + urgent bloods
Dysphagia with IDA β€” progressive difficulty swallowingDysphagia + IDA = 2WW upper GI referral (NICE NG12) to exclude oesophageal or gastric malignancy. Never attribute dysphagia to "reflux" in IDA without OGD.2WW upper GI
Pancytopenia β€” low Hb with low WCC and low plateletsPancytopenia indicates bone marrow failure β€” aplastic anaemia, leukaemia, myelodysplastic syndrome, or marrow infiltration. Any two cell lines affected require urgent haematology review. Do not wait for repeat bloods β€” refer urgently on the initial FBC.Urgent haematology
πŸ›‘οΈ

Safeguarding Considerations β€” Consider in Every Consultation

Anaemia can be a sentinel sign of harm, neglect, or abuse. Iron deficiency in a child may reflect nutritional neglect. In women with heavy periods, chronic IDA may indicate a coercive relationship that prevents GP attendance or disclosure. In older adults, unexplained anaemia combined with weight loss may reflect carer neglect or deliberate harm.
🏠 Domestic Abuse / Intimate Partner Violence
  • Chronic menorrhagia without prior medical help-seeking in a woman with IDA may reflect coercive control β€” the partner preventing medical attendance or disclosure
  • Ask women about menstrual blood loss in a private setting, without family members present
  • Recurrent presentations with anaemia but no clear cause: consider whether the patient is safe to disclose fully
  • Routine IRIS/DASH enquiry in any woman with unexplained or recurrent IDA β€” "I ask all my patients: are you safe at home?"
πŸ‘΄ Older Adults / Carer-related Concern
  • Unexplained IDA or B12 deficiency in a frail older adult with cognitive impairment may reflect inadequate nutrition or hydration by carers
  • Consider whether the older patient has capacity to manage their own diet β€” poor dentition, swallowing difficulties, or social isolation can all cause nutritional anaemia
  • Weight loss + anaemia in an older adult living with family carers: document a home visit or contact social services if neglect suspected
  • Prescribed medications (metformin, PPIs) should be reviewed regularly in older adults with B12 deficiency to ensure they are still necessary
πŸ§’ Children in the Household
  • A parent presenting with anaemia due to nutritional deficiency may have children at home with the same inadequate diet β€” consider the whole family
  • Iron deficiency in children under 2 years can cause irreversible cognitive impairment β€” ask about dietary history in any child attending with a parent who has IDA
  • School-age child with chronic fatigue and pallor: if parents are reluctant to attend or history seems inconsistent, consider whether medical appointments are being blocked
  • Referral to health visitor or school health team if a child's dietary iron intake appears inadequate
πŸ’Š Self-Harm / Eating Disorder / Medication Misuse
  • IDA in a young woman with low BMI, lanugo, electrolyte disturbance, or parotid enlargement: consider anorexia or bulimia nervosa as the underlying cause
  • Never attribute anaemia to "poor diet" in a young patient without exploring psychological relationship with food
  • Non-adherence to prescribed iron due to GI side effects can be misread as treatment failure β€” explore barriers to taking medication gently before escalating dose
  • Screen for depression and self-harm in any patient with unexplained recurrent anaemia and low BMI
If a safeguarding concern is identified: Document concerns clearly in the medical record with date and time, using the patient's exact words where possible. You do not need certainty to refer β€” a reasonable concern is sufficient. Follow your practice's safeguarding lead, contact the named nurse or doctor for safeguarding, and refer to adult or child social care using the multi-agency referral form (MARF/LADO as appropriate). For domestic abuse: use the IRIS pathway if available; offer safety planning; provide the National Domestic Abuse Helpline (0808 2000 247).
1C β€” PMH Β· FH Β· Drug history Β· Social history: management impact
🧬 PMH / FH β€” changes management
FactorWhy it mattersManagement impact
Coeliac diseaseDuodenal villous atrophy impairs iron, folate, and B12 absorption β€” the classic triad of nutritional deficiencies in one condition. IDA refractory to oral iron should always trigger coeliac screen.Check TTG-IgA; refer for duodenal biopsy; gluten-free diet corrects absorption. Oral iron will fail without treating the underlying coeliac disease.
Inflammatory bowel diseaseIBD causes IDA by two mechanisms: GI blood loss and duodenal inflammation reducing absorption. Oral iron is poorly tolerated and often contraindicated in active disease β€” worsens mucosal inflammation.Use IV iron (ferric carboxymaltose) rather than oral iron in confirmed IBD. Monitor ferritin during IBD flares.
Chronic kidney disease (CKD)CKD causes normocytic anaemia via EPO deficiency (stages 3b+) and concurrent absolute or functional iron deficiency. Ferritin may be misleadingly normal in functional iron deficiency.Nephrology/CKD clinic for EPO assessment; IV iron preferred in CKD 4–5; ESA if EPO deficiency confirmed after iron repletion.
Rheumatoid arthritis / chronic inflammatory diseaseAnaemia of chronic disease (ACD): elevated hepcidin inhibits iron release from macrophages. Ferritin is elevated despite functional iron deficiency β€” a key diagnostic trap.Treat the underlying inflammatory condition first. Oral iron supplementation only if concurrent true IDA is confirmed via transferrin saturation.
Previous gastrectomy or bariatric surgeryPartial or total gastrectomy removes parietal cells β†’ loss of intrinsic factor β†’ B12 malabsorption. Duodenum may be bypassed in Roux-en-Y gastric bypass, causing iron deficiency.Lifelong IM hydroxocobalamin post-gastrectomy regardless of B12 level β€” intrinsic factor is permanently absent. IV iron often needed post-bariatric surgery.
HypothyroidismHypothyroidism causes macrocytic anaemia and can cause menorrhagia β€” both independently contributing to anaemia. Anaemia often resolves with levothyroxine replacement without haematinics.Check TFTs in any macrocytic anaemia or in any woman with menorrhagia + anaemia. Levothyroxine may correct the anaemia without need for iron or B12.
Family history of haemoglobinopathyThalassaemia trait causes a microcytic, hypochromic picture that mimics IDA but with normal or elevated RBC count and normal ferritin. Iron supplementation in thalassaemia trait is unnecessary and can cause iron overload.Check Hb electrophoresis in high-risk ethnic groups (Mediterranean, Middle Eastern, South Asian, West African) with microcytic anaemia and normal ferritin.
Previous or active malignancyAnaemia of malignancy combines ACD, bone marrow infiltration, chemotherapy-induced marrow suppression, and GI blood loss. Ferritin is unreliable β€” may be elevated (ACD) or low (concurrent IDA).Oncology team decision. Avoid unsupervised iron prescription without haematology review in active haematological malignancy.
πŸ’Š Drug history Β· Social history β€” clinical impact
FactorWhy it mattersManagement impact
NSAIDs (ibuprofen, naproxen)NSAIDs damage gastric mucosa β†’ GI blood loss ranging from subclinical (occult) to overt haemorrhage. Regular NSAID use is one of the most common preventable causes of IDA in older adults.Stop NSAIDs if possible; switch to paracetamol. If NSAIDs essential, prescribe PPI gastroprotection (lansoprazole 30mg OD). Treat IDA but investigate source.
Aspirin (antiplatelet)Low-dose aspirin causes GI mucosal damage and GI blood loss. Often prescribed indefinitely for cardiovascular protection β€” the benefit must be weighed against the haematological cost.Do not stop aspirin for secondary prevention without cardiology/GP discussion. Add PPI gastroprotection. Investigate for GI source if IDA is unexplained.
MetforminMetformin inhibits B12 absorption at the terminal ileum (calcium-dependent transport mechanism). Up to 30% of long-term metformin users develop biochemical B12 deficiency.Check B12 in all patients on metformin >5 years or with neurological symptoms. Replace with IM hydroxocobalamin. Do not reduce metformin β€” B12 supplementation is the solution.
PPIs (omeprazole, lansoprazole)Long-term PPIs reduce gastric acid β†’ impair conversion of dietary Fe3+ to Fe2+ (which requires acid) β†’ reduced iron absorption. Also impair B12 absorption from food.Review indication for PPI β€” step down to lowest effective dose if long-term use without clear indication. Monitor iron and B12 annually in high-risk patients on long-term PPIs.
MethotrexateMethotrexate is a folate antagonist β€” inhibits dihydrofolate reductase. Causes macrocytic anaemia through folate depletion. Concurrent folic acid 5mg once weekly (not on methotrexate day) is prescribed to mitigate this.Ensure folic acid 5mg once weekly is prescribed alongside methotrexate. If macrocytosis develops: check folate, B12, and LFTs. Do not add further folic acid without haematology guidance.
Antiepileptic drugs (phenytoin, carbamazepine)Several AEDs deplete folate by increasing catabolism and reducing intestinal absorption. Phenytoin and carbamazepine are most potent. Macrocytic anaemia is a well-recognised complication of long-term AED use.Check folate (and B12) in all patients on long-term AEDs with macrocytosis. Replace with folic acid 5mg daily. Do not switch AED for haematological reasons without neurological guidance.
Alcohol misuseAlcohol causes folate deficiency by multiple mechanisms: reduced dietary intake, impaired intestinal absorption, increased renal excretion, and impaired hepatic metabolism. Direct bone marrow toxicity causes macrocytosis even without folate deficiency.Alcohol reduction is essential β€” folate supplementation will not correct anaemia unless alcohol intake is reduced. Use AUDIT-C. Refer to alcohol services if appropriate.
Diet β€” vegan / strict vegetarianB12 is found exclusively in animal products. Strict vegans who take no B12 supplements are at near-certain risk of B12 deficiency over time. Non-haem iron (plant sources) has 2–20% bioavailability vs 15–35% for haem iron.Oral cyanocobalamin 50–150mcg daily for dietary B12 deficiency. Iron supplementation + vitamin C with meals for plant-based IDA. Frame as supplementation support, not dietary criticism.
1D β€” ICE: Ideas Β· Concerns Β· Expectations β€” in every consultation, not just SCA
πŸ’‘ Why ICE matters in anaemia β€” the fear of cancer is the unspoken agenda in most consultations

Anaemia is one of the most anxiety-provoking diagnoses a patient can receive. Many patients attending for "tiredness and pallor" are secretly terrified of a haematological malignancy or bowel cancer β€” especially if a family member has died of one. Without exploring ICE, the GP risks prescribing iron tablets while the patient leaves convinced they have cancer and have been fobbed off. Conversely, the patient who expects "just a tonic" may refuse the 2WW referral they urgently need. ICE in anaemia is not optional β€” it directly determines adherence, safety-netting effectiveness, and patient trust.

πŸ’­ Ideas
"What do you think might be causing your tiredness and the change in your colour β€” have you had any thoughts about what's going on?"
Many patients self-diagnose ("I think I'm just run down" or "my friend said it might be my iron"). Uncovering the patient's mental model allows the GP to either confirm or gently correct it β€” and reveals whether a cancer fear is already present before investigations are arranged.
😟 Concerns
"Is there anything you were particularly worried it might be? Sometimes my patients have a specific concern in mind."
The most important ICE question in anaemia. Many patients are terrified of cancer β€” especially with a family history of bowel or haematological malignancy. Not naming this fear means the patient leaves without it having been addressed, regardless of how good the clinical management plan is. This scores Relating to Others marks.
🎯 Expectations
"What were you hoping we might be able to do today β€” is there something specific you were looking for from this appointment?"
Some patients want iron tablets immediately; others want a scan or specialist referral; some want reassurance. Knowing the expectation allows the GP to negotiate honestly: "I want to help you today, and I can start some tests and possibly even treatment β€” but I also need to make sure we understand why your iron is low, and that may mean a referral."
1E β€” Psychosocial context: the person behind the anaemia
πŸ«‚ Why social and psychological factors drive anaemia β€” upstream contributors, not just downstream consequences

Anaemia does not exist in a social vacuum. Dietary iron deficiency is strongly linked to food poverty, dietary ideologies, and disordered eating. Menorrhagia-related IDA may be perpetuated by domestic coercion or lack of access to contraceptive management. Alcohol misuse drives folate deficiency. Work stress and shift patterns affect medication adherence and dietary quality. Understanding these upstream factors is essential β€” treating the haematological numbers without addressing the cause guarantees recurrence.

🍽️ Food insecurity and dietary poverty

Red meat, oily fish, fortified cereals, and leafy green vegetables β€” the foods highest in bioavailable iron, B12, and folate β€” are also among the most expensive. Patients on low incomes or in food-insecure households are disproportionately affected by nutritional anaemia.

"I want to understand what your meals look like day-to-day β€” is it always possible for you to eat a varied diet?"

If food insecurity identified: refer to social prescribing link worker, food bank, community dietitian. Iron supplementation is more effective than dietary advice in severe food poverty.

🍷 Alcohol misuse

Chronic alcohol use depletes folate through multiple mechanisms β€” poor dietary folate intake, impaired hepatic storage, increased renal excretion, and direct inhibition of folate-dependent enzymes. Also causes direct marrow suppression and, in cirrhosis, haemolysis. Folate supplementation alone will not resolve the anaemia while alcohol use continues.

"How much are you drinking at the moment? Some people find their drinking creeps up when they're stressed β€” has that been the case for you?"

AUDIT-C score at every consultation. If hazardous/harmful drinking confirmed: Brief Motivational Intervention, written information, NHS Talking Therapies/alcohol service referral.

🧘 Dietary identity and eating attitudes

Veganism and vegetarianism are the fastest-growing dietary trends in the UK. B12 deficiency is near-universal in unsupplemented strict vegans over time. Disordered eating causes multi-nutritional deficiency anaemia. Framing dietary advice as "supplementation support" rather than criticism is essential for therapeutic alliance.

"It sounds like diet is something you've thought carefully about. I'd like to make sure your body is getting everything it needs β€” can we talk about supplements?"

If disordered eating suspected: refer to NHS Talking Therapies, eating disorder service, or dietitian. Do not label dietary choices as "the problem."

πŸ’Ό Work stress and shift work

High-demand work environments are associated with irregular meals, increased caffeine consumption (tannins inhibit iron absorption), and chronic physiological stress β€” which elevates cortisol and hepcidin, suppressing erythropoiesis. NHS workers, factory workers, and carers are disproportionately affected.

"With everything you've got going on at work, how's your eating β€” are you managing to have regular meals, or is it quite rushed?"

Medication adherence is poor in shift workers β€” alternate-day iron dosing may improve adherence. Advise taking iron tablets at a consistent time.

🀰 Pregnancy and reproductive health

Pregnancy increases iron requirements dramatically β€” the fetus requires 300–350mg iron, and plasma volume expands by ~50%, diluting Hb. Multiparity without adequate iron repletion between pregnancies is a common cause of IDA. Pre-conception folate supplementation prevents neural tube defects.

"Are you thinking about having children in the future? There are some things we should think about now if so β€” including folate supplements before you try to conceive."

Prescribe folic acid 400mcg daily (or 5mg if high-risk) from pre-conception until 12 weeks gestation. Refer to obstetric medicine if Hb <100 at booking.

🏠 Domestic situation and social isolation

Older adults living alone are at high risk of nutritional anaemia β€” they may be too tired or cognitively impaired to cook, surviving on tea, toast, and biscuits. Social isolation reduces motivation to prepare varied meals. Frail elderly patients with B12 deficiency may have been symptomatic for years before detection.

"Who looks after the cooking at home? Are you managing to eat well, or is it sometimes hard to motivate yourself to cook for one?"

Consider referral to meals-on-wheels, social prescribing, Age UK, or occupational therapy. Annual B12 monitoring in all patients β‰₯65 years with known risk factors.

πŸŽ“ SCA Checkpoint β€” Step 1TasksRelating to OthersGlobal Skills
Key phrases that score
"Before I ask you anything specific, I'd like to hear it in your own words β€” what's been going on for you?"
"Is there anything you were particularly worried this might be? A lot of patients I see with these symptoms have something specific on their mind."
"Have you noticed any blood in your stools, or stools that look very dark or tarry at all?" [asked directly, not assumed]
"How long since your last period? In women after the menopause, we'd always want to investigate unexplained iron deficiency β€” not to worry you, but because it's important to check."
Deductions (examiner flags)
  • Failing to ask about rectal bleeding or dark stools in a patient with IDA
  • Asking "Are you tired?" when fatigue is the reason for attendance
  • Not exploring what the patient thinks is causing the symptoms (ICE β€” Ideas)
  • Not acknowledging the patient's cancer fear once it has been expressed
  • Prescribing iron tablets at minute 3 before completing history (premature closure)
  • Not asking about menstrual history in a woman of reproductive age or post-menopausal status
πŸ”΄ Red β€” failing
Closed questions from minute 1 Β· No ICE Β· Anaemia diagnosed before history completed Β· Cancer fear not elicited or addressed Β· Rectal bleeding not asked about
🟠 Amber β€” borderline
Open question present but quickly abandoned Β· ICE partially explored Β· Red flags asked about but response not actioned Β· Menstrual history omitted in woman of reproductive age
🟒 Green β€” passing
Open question first, patient led for β‰₯60 seconds Β· All 3 ICE elements explored and addressed Β· Rectal bleeding / dark stools directly asked Β· Menopausal status clarified Β· Cancer fear named and empathetically acknowledged
2
Step 2
Triage Engine β€” Emergency Β· Urgent Β· Routine
β–²collapse
The triage decision in anaemia is determined by three parallel questions: (1) Is the patient haemodynamically compromised right now? (2) Is there a red-flag cause requiring urgent investigation? (3) Can this be safely managed in primary care? Most patients with chronic anaemia presenting to GP are in the routine or urgent category β€” but missing the emergency or urgent category is a significant patient safety failure and SCA deduction.
πŸ”΄ Emergency

999 or Same-Day Hospital

Call 999 / A&E now
  • Active upper GI haemorrhage β€” haematemesis or melaena with haemodynamic instabilityTachycardia, hypotension, pallor, syncope β€” IV access and resuscitation needed
  • Symptomatic Hb <70 g/L β€” rest breathlessness, chest pain, syncope, or presyncopeSame-day hospital medical assessment for blood transfusion consideration
  • Severe anaemia precipitating cardiac ischaemia β€” angina or ECG changesAnaemia dramatically reduces oxygen delivery to ischaemic myocardium β€” treat as ACS + anaemia simultaneously
  • Pancytopenia β€” severely low Hb with WCC <2 and/or platelets <50Possible aplastic anaemia or acute leukaemia β€” haematology same-day emergency admission
  • Haemolytic crisis β€” rapid fall in Hb with jaundice, dark urine, feverIntravascular haemolysis β€” G6PD crisis, AIHA, TTP/HUS β€” emergency haematology
🟠 Urgent

Same-Day GP / 2-Week Wait Referral

Days to 2 weeks
  • Unexplained IDA in any man or post-menopausal woman2WW lower and/or upper GI referral (NICE NG12) β€” do not treat without investigation
  • IDA + rectal bleeding, change in bowel habit, or weight loss (β‰₯60 years)2WW colorectal referral regardless of other features β€” FIT test before referral
  • IDA + dysphagia or significant weight loss (any age)2WW upper GI referral β€” exclude oesophageal / gastric malignancy
  • B12 deficiency with neurological features β€” tingling, numbness, balance problemsStart IM B12 immediately; urgent neurology referral if neurological signs confirmed on examination
  • Anaemia + B symptoms (weight loss, drenching night sweats, fever)Urgent haematology referral β€” possible lymphoma or haematological malignancy
  • Symptomatic anaemia Hb 70–90 g/L with cardiac disease or impaired functional capacitySame-day urgent clinical review β€” consider IV iron or inpatient transfusion pathway
🟒 Routine

Manage in Primary Care

GP practice
  • IDA in pre-menopausal woman with confirmed heavy periods and no red-flag featuresOral iron + menorrhagia management; recheck FBC at 4 weeks; no 2WW needed
  • Dietary B12 deficiency in vegan/vegetarian without neurological featuresOral cyanocobalamin 50–150mcg daily; dietary advice; recheck B12 at 3 months
  • Folate deficiency β€” dietary cause, AED-related, alcohol-related (with B12 excluded)Folic acid 5mg OD for 4 months; address underlying cause; recheck at 4 months
  • Mild normocytic anaemia in known chronic disease (CKD 3, RA) β€” stable and asymptomaticOptimise underlying disease treatment; monitor with disease-specific review
  • IDA confirmed post-investigation with benign cause identified (e.g. dietary, resolved menorrhagia)Oral iron for full treatment course (until Hb normal + 3 months more); dietary advice
πŸŽ“ SCA Checkpoint β€” Step 2TasksGlobal Skills
Triage phrases that score Tasks marks
"Because you're past the menopause, I'd want to investigate why your iron is low before starting treatment β€” it's important to make sure there's nothing we're missing."
"I'm going to arrange a referral to the bowel specialists under what's called a two-week-wait pathway β€” it doesn't mean something serious is wrong, but it means you'll be seen quickly."
"If you develop chest pain, feel very breathless at rest, or notice blood in your stools, I'd want you to call 999 β€” don't wait to contact the surgery."
Triage deductions
  • Starting oral iron in a post-menopausal woman or man without arranging GI investigation
  • Failing to arrange 2WW referral when NICE NG12 criteria are clearly met
  • Failing to start B12 immediately when neurological features are present
  • Reassuring a patient with unexplained IDA that "it's probably nothing" before investigations are complete
πŸ”΄ Red
Prescribes iron to post-menopausal woman with IDA without investigation Β· Misses 2WW criteria Β· Does not recognise pancytopenia as an emergency
🟠 Amber
Recognises need for investigation but does not specify 2WW pathway Β· Delays B12 replacement pending specialist review Β· Urgency acknowledged but safety-netting incomplete
🟒 Green
Correctly stratifies urgency Β· Cites NICE NG12 pathway for 2WW IDA referral Β· Gives specific emergency warning signs Β· Balances explanation with clear action plan
3
Step 3
Do I Need This Examination?
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Physical examination in anaemia serves two roles: (1) assessing the clinical severity and haemodynamic impact of the anaemia, and (2) identifying physical signs that point to the underlying cause. The classic haematological signs (pallor, koilonychia, glossitis, angular cheilitis) are often the first pointer to aetiology. Abdominal and rectal examination are mandatory when GI blood loss is suspected. Neurological examination is essential in macrocytic anaemia.
ExaminationWhy it mattersWhat finding changes managementChanges management?
Conjunctival pallorBest clinical sign for anaemia severity β€” compare against the vascular pattern of the palpebral conjunctiva. Sensitivity approximately 50–70% for Hb <110 g/L; specificity 80–90%. Clinically useful when Hb is likely very low.Correlates poorly with Hb above 100 g/L β€” do not use to exclude anaemia. Use to support clinical urgency assessment.Severe pallor (Hb <80 estimated) β†’ escalate urgency, arrange same-day bloods, consider hospital assessmentYES β€” severity
Koilonychia (spoon nails)Concave, thin, brittle nails are a classic sign of chronic severe IDA β€” indicates prolonged tissue iron depletion. Sensitivity is low in early IDA; specificity for IDA is high when present in the correct context.Absence does not exclude IDA; presence is strong supportive evidence, particularly combined with other signs.Koilonychia present β†’ IDA confirmed clinically; drives urgency of investigation for causeYES β€” confirms IDA
Angular cheilitis and glossitisAngular cheilitis (cracking at corners of mouth) and glossitis (red, smooth, painful tongue) occur in IDA, B12 deficiency, and folate deficiency. Atrophic glossitis (thin, pale, smooth tongue) is more specific for B12 deficiency.These signs can coexist β€” smooth red tongue + angular cheilitis + macrocytosis strongly suggests B12 deficiency even before blood results return.Atrophic glossitis β†’ prioritise B12 measurement; start empirical B12 if neurological features also presentYES β€” directs aetiology
LymphadenopathyGeneralised lymphadenopathy + anaemia raises haematological malignancy β€” lymphoma, CLL, or metastatic cancer with bone marrow involvement. Lymphadenopathy + weight loss + night sweats = urgent haematology referral.Always examine all major lymph node groups in any patient with unexplained anaemia, especially if B symptoms are present.Any palpable lymphadenopathy β†’ urgent haematology referral; do not wait for bloods to confirmYES β€” urgent referral
Abdominal examinationRight iliac fossa mass may represent caecal carcinoma β€” a common but often painless cause of IDA in older adults. Hepatomegaly raises ALD with macrocytic anaemia. Splenomegaly raises haemolysis or haematological malignancy.Abdominal examination is mandatory in any patient with unexplained IDA β€” do not omit on the basis that blood tests alone will guide management.Abdominal mass β†’ emergency 2WW referral and same-day CT if clinically concerningYES β€” may mandate immediate referral
Per rectum (PR) examinationAnorectal examination is required when rectal bleeding or change in bowel habit is reported alongside IDA. Rectal carcinoma is palpable within 7cm of the anal margin on digital examination.PR examination is not mandatory before 2WW referral but may identify a rectal tumour requiring same-day hospital referral rather than waiting for a 2WW appointment.Palpable rectal mass β†’ same-day colorectal surgery referral rather than 2WWContext β€” GI symptoms
Neurological examination (B12)B12 deficiency causes SACD β€” loss of dorsal column function (vibration sense, proprioception, Romberg positive) and pyramidal signs. Peripheral neuropathy (gloves and stockings, diminished ankle reflexes) precedes cord signs.Neurological signs mandate immediate IM B12 β€” do not delay for specialist review. Once demyelination occurs, it may not fully reverse even with treatment.Neurological signs β†’ immediate loading IM B12 + urgent neurology referral; do not wait for blood result confirmationYES β€” immediate treatment
Jaundice assessmentJaundice + anaemia = haemolytic anaemia until proven otherwise β€” pre-hepatic jaundice from excess bilirubin from haemolysed red cells. Also consider hepatic causes (alcohol-related liver disease) which can cause anaemia. Scleral icterus is the most sensitive early sign.Jaundice + anaemia + dark urine (haemoglobinuria) = haemolytic crisis β€” arrange LDH, bilirubin, haptoglobin, and Coombs' test urgently.Jaundice present β†’ add LDH, unconjugated bilirubin, haptoglobin, blood film, Coombs' test to investigation setYES β€” expands investigation set
πŸŽ“ SCA Checkpoint β€” Step 3TasksGlobal Skills
Examination communication that scores
"I'd like to examine you today β€” I'd like to look at your nails, eyes, and mouth, and feel your tummy if that's okay."
"I'd like to check your nerve function in your hands and feet β€” sometimes when B12 levels are low it can affect the sensation."
"Everything feels normal in your abdomen, which is reassuring β€” but the blood tests will still give us the definitive answer."
Examination deductions
  • Omitting neurological examination when macrocytic anaemia or B12 deficiency is suspected
  • Omitting abdominal examination in a patient with IDA and any GI symptoms
  • Stating "I'd examine the patient" without specifying which examinations and their clinical rationale
  • Failing to share examination findings with the patient in plain language after completion
πŸ”΄ Red
No examination performed or described Β· Neurological exam omitted in B12 context Β· Abdominal exam omitted in IDA with GI symptoms
🟠 Amber
Examination described but not linked to clinical reasoning Β· Findings not communicated to patient Β· Some relevant systems omitted without explanation
🟒 Green
Targeted examination with clinical rationale stated Β· Findings fed back to patient in plain language Β· Examination integrated into diagnostic reasoning and management plan
4
Step 4
Do I Need This Investigation?
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The investigation strategy in anaemia is determined by the MCV: start with FBC + ferritin + B12 + folate + blood film in all cases, then add targeted tests based on the MCV result and clinical context. The aim is not just to confirm anaemia β€” it is to identify the cause and exclude malignancy where indicated. Avoid arranging every test simultaneously β€” a stepwise approach prevents overinvestigation and guides clinical reasoning.
InvestigationClinical question it answersWhat result changes management?
Full blood count (FBC) with differentialConfirms and quantifies anaemia (Hb); classifies by MCV (microcytic/normocytic/macrocytic); identifies pancytopenia or isolated red cell abnormality; reticulocyte count reflects bone marrow response; RDW elevated in mixed deficiency states.Hb <70 β†’ same-day review Β· MCV <76 β†’ IDA/thalassaemia workup Β· MCV >96 β†’ B12/folate/alcohol workup Β· Pancytopenia β†’ urgent haematology Β· High WCC + anaemia β†’ possible leukaemia
Serum ferritinBest single marker of iron stores β€” ferritin <15 Β΅g/L confirms iron deficiency; <30 Β΅g/L is diagnostic with symptoms (BSH 2021). Ferritin is an acute-phase reactant β€” in inflammatory states it is falsely elevated (may be normal or high even with true iron deficiency).Ferritin <30 Β΅g/L + symptoms β†’ IDA confirmed, initiate treatment and investigation for cause Β· Ferritin >100 Β΅g/L in normocytic anaemia β†’ ACD likely Β· Ferritin >1000 Β΅g/L β†’ possible haemochromatosis or haematological malignancy
Serum B12 and folateB12 <150 ng/L confirms deficiency requiring treatment; B12 150–250 ng/L is equivocal β€” check methylmalonic acid if clinical suspicion high. Folate <3 nmol/L is deficient. Both must be checked simultaneously β€” treating folate alone when B12 is also low can precipitate or worsen SACD.B12 deficiency confirmed β†’ immediate IM hydroxocobalamin loading + lifelong 3-monthly if pernicious anaemia Β· Folate deficiency confirmed + B12 normal β†’ folic acid 5mg OD for 4 months Β· Both deficient β†’ replace both, start B12 before folic acid
Peripheral blood filmProvides morphological information beyond automated counts: hypochromic microcytes (IDA); target cells (thalassaemia); oval macrocytes (B12/folate); hypersegmented neutrophils (B12/folate); spherocytes (haemolysis); blast cells (leukaemia).Request blood film whenever the cause of anaemia is not immediately apparent from FBC alone β€” it is the most information-dense single additional test in haematology.Hypersegmented neutrophils β†’ B12/folate even with normal MCV Β· Blast cells β†’ emergency haematology referral Β· Spherocytes β†’ add Coombs' test Β· Target cells β†’ add Hb electrophoresis
Renal function (U&E + eGFR)CKD causes normocytic anaemia via EPO deficiency and functional iron deficiency. Anaemia typically falls below target with eGFR <45 (CKD 3b+). Renal function also determines drug dosing and safety of iron infusion.eGFR <45 with anaemia β†’ CKD pathway; consider ESA referral if EPO deficiency confirmed Β· eGFR <30 β†’ IV iron preferred over oral; nephrology input
Liver function tests (LFTs) and GGTMacrocytosis + elevated GGT together is a sensitive indicator of alcohol-related hepatotoxicity. Elevated bilirubin (indirect/unconjugated) suggests haemolysis. Low albumin + anaemia raises malnutrition or liver disease.Elevated GGT + macrocytosis β†’ alcohol as cause; AUDIT-C screening, alcohol reduction advice Β· Unconjugated hyperbilirubinaemia β†’ add LDH, haptoglobin, Coombs'
Thyroid function tests (TFTs)Hypothyroidism causes macrocytic anaemia and can cause menorrhagia β€” contributing to both types of anaemia simultaneously. Anaemia often resolves with levothyroxine replacement without haematinics.Always check TFTs in macrocytic anaemia and in any woman with menorrhagia + anaemia.TSH elevated β†’ start levothyroxine; recheck FBC at 3–6 months; may not need iron or B12 replacement at all
Tissue transglutaminase antibodies (TTG-IgA) + total IgACoeliac disease causes IDA, folate deficiency, and less commonly B12 deficiency through duodenal villous atrophy. Screen in all patients with unexplained IDA or mixed deficiency. Total IgA must be measured β€” IgA deficiency causes false-negative TTG.Positive TTG β†’ refer to gastroenterology for duodenal biopsy; initiate gluten-free diet; oral iron will fail without treating coeliac disease
Faecal immunochemical test (FIT)FIT detects occult human haemoglobin in faeces β€” superior to guaiac FOB. Threshold β‰₯10 Β΅g/g Hb triggers 2WW colorectal referral. A negative FIT does NOT exclude malignancy in a patient with IDA and no other explanation.FIT β‰₯10 Β΅g/g β†’ 2WW colorectal referral Β· FIT negative in post-menopausal woman/man with IDA β†’ still requires 2WW upper GI investigation (FIT tests lower GI only)
Intrinsic factor antibodies (IFA)IFA are 95% specific for pernicious anaemia. Sensitivity is only 50–70% β€” a negative IFA does not exclude pernicious anaemia. Together with gastric parietal cell antibodies, they distinguish pernicious anaemia (lifelong IM B12) from dietary B12 deficiency (oral B12).IFA positive β†’ pernicious anaemia confirmed; lifelong IM hydroxocobalamin 3-monthly; register on annual recall Β· IFA negative but strong clinical suspicion β†’ treat as pernicious anaemia if oral B12 fails to correct levels
πŸŽ“ SCA Checkpoint β€” Step 4TasksGlobal Skills
Investigation communication that scores
"I'd like to take a blood test today which will tell us how low your iron is, whether your vitamin B12 or folate might also be involved, and check your kidney and liver function β€” all from one blood draw."
"I'd also like to do a stool test β€” a home kit β€” to check for any tiny amounts of blood. It's one of the ways we look for the cause of iron deficiency."
"I'll be in touch as soon as the results are back β€” usually within 3 to 5 working days. If anything comes back urgently, someone from the practice will call you sooner."
Investigation deductions
  • Requesting only FBC without ferritin, B12, and folate in a patient presenting with anaemia
  • Failing to explain the investigation plan to the patient before taking blood
  • Treating without investigating in a man or post-menopausal woman with IDA
  • Starting folic acid without first checking and excluding B12 deficiency
πŸ”΄ Red
No investigation plan Β· FBC only without ferritin Β· Treating IDA without investigating cause in high-risk patient Β· Starting folate before checking B12
🟠 Amber
Some investigations planned but not comprehensive Β· FIT test not mentioned Β· No explanation of results timescale Β· TTG not considered in refractory IDA
🟒 Green
FBC + ferritin + B12 + folate minimum Β· FIT test offered Β· Blood film requested Β· Results plan communicated Β· Investigation linked to management decisions
5
Step 5
Reaching a Diagnosis & DDx β€” Explained in Plain Language
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Explaining anaemia in plain language is a core SCA skill. Most patients know the word "anaemia" but not what it means for their health, why it makes them feel the way they do, or why investigation is necessary before treatment. The diagnosis explanation must address both the haematological finding and its cause β€” and must pre-empt the patient's cancer fear without dismissing it.
πŸ—£οΈ Explaining Anaemia in Plain Language β€” say something like this

"Think of your red blood cells like delivery vans β€” they carry oxygen from your lungs to every part of your body. When there aren't enough of them, or they aren't carrying enough oxygen, your body has to work harder to compensate β€” that's why your heart races, why you feel breathless climbing stairs, and why you feel so drained even after a good night's sleep. The blood test has confirmed you have anaemia β€” your red cells are lower than they should be, and the early results suggest it could be due to low iron. But I want to make sure we understand why your iron is low before we focus entirely on replacing it β€” because iron doesn't disappear on its own, and finding the cause is just as important as treating the numbers."

πŸ’¬ Addressing the patient's own explanation β€” why it may not be the full picture

"I'm just tired β€” I've been working too hard and not sleeping well."
"I completely understand that β€” stress and poor sleep are exhausting, and they absolutely can make tiredness worse. But your blood test shows there's also something measurable going on β€” your iron is low β€” and it's really important we understand why, because tiredness alone doesn't cause iron deficiency. Something is either not absorbing iron properly, or causing you to lose it, and we need to find out what that is."

"I think I just need an iron tonic β€” my mum always said I ran low on iron."
"It's very possible that's part of what's going on, and we can certainly help with that. The important thing is that we also check why your iron is low β€” especially at your stage of life β€” because in some cases it can be a sign that something in the gut needs attention. Starting iron without checking would be like topping up a car tyre without looking for the puncture."

A β€” Diagnosable and Treatable in Primary Care
GP can diagnose and treat

IDA β€” dietary or menstrual cause: Ferritin <30, microcytic picture, confirmed dietary cause or menorrhagia in pre-menopausal woman. Oral iron + address cause.

B12 deficiency β€” dietary (vegan/vegetarian): Low B12, no IFA, clear dietary history. Oral cyanocobalamin or dietary supplementation.

Folate deficiency β€” dietary or drug-related: Low folate, macrocytic picture, clear cause identified (alcohol, methotrexate, AED). Folic acid 5mg after B12 excluded.

Anaemia of chronic disease β€” stable, known cause: Normocytic, CRP elevated, established inflammatory condition (RA, IBD). Manage underlying condition.

B β€” Suspected β€” Refer for Confirmation
Refer for confirmation

Pernicious anaemia (autoimmune)

B12 deficiency + positive intrinsic factor antibodies + macrocytosis. Lifelong IM B12 required. GP initiates; haematology confirms.

Coeliac disease causing IDA

Positive TTG-IgA + IDA refractory to oral iron. Refer gastroenterology for duodenal biopsy before gluten-free diet.

Colorectal or upper GI malignancy

IDA in men/post-menopausal women = 2WW referral. Diagnosis confirmed by endoscopy β€” not by GP.

CKD-related anaemia (EPO deficiency)

Normocytic + eGFR <45 + low EPO. Nephrology for ESA consideration if Hb <100 on two consecutive readings.

C β€” Emergency β€” Act Now
Diagnose & act immediately

Acute GI haemorrhage

Haematemesis or melaena with haemodynamic instability. 999 β€” hospital resuscitation and endoscopy.

Aplastic anaemia / acute leukaemia

Pancytopenia on FBC with severe anaemia. Emergency haematology admission β€” bone marrow biopsy required. Do not delay.

Haemolytic crisis

Rapid Hb drop + jaundice + dark urine + fever. Possible TTP, HUS, or AIHA haemolytic crisis. Emergency haematology admission.

πŸ“Š MCV-Based Classification β€” Anaemia Aetiology by Red Cell Size
MCVClassificationCommon causesKey discriminating testTypical presentation
MCV <76 fLMicrocyticIron deficiency anaemia (most common); thalassaemia trait; anaemia of chronic disease (occasionally); sideroblastic anaemiaFerritin (<30 = IDA; normal/elevated = ACD or thalassaemia) Β· Hb electrophoresis if ferritin normalPallor, fatigue, koilonychia, angular cheilitis; IDA + normal or high RBC count suggests thalassaemia trait
MCV 76–96 fLNormocyticAnaemia of chronic disease; acute blood loss; CKD (EPO deficiency); hypothyroidism; haemolysis; early IDA or B12 deficiency; mixed deficiency (concurrent IDA + B12 can cancel out to give normal MCV)Ferritin + CRP (for ACD); eGFR (CKD); TFTs; reticulocyte count (high = haemolysis; low = bone marrow failure); LDH + haptoglobin if haemolysis suspectedOften symptom-driven rather than sign-rich; may have signs of the underlying disease (RA, hypothyroidism)
MCV >96 fLMacrocyticB12 deficiency (pernicious anaemia or dietary); folate deficiency; alcohol excess; hypothyroidism; myelodysplastic syndrome; drug-induced (methotrexate, AEDs); liver diseaseB12 + folate; TFTs; LFTs + GGT (alcohol/liver disease); blood film (hypersegmented neutrophils, oval macrocytes); if no clear cause: haematology for bone marrow biopsy (MDS)Glossitis, peripheral neuropathy, Romberg positive (B12); alcohol stigmata (spider naevi, palmar erythema); check ALL drugs β€” many cause macrocytosis
πŸŽ“ SCA Checkpoint β€” Step 5TasksRelating to Others
Diagnosis explanation phrases that score
"Your blood tests show that your iron is low β€” lower than it should be. This is causing your red blood cells to be smaller and fewer in number, which is why you've been feeling so tired and short of breath."
"I want to be honest with you β€” at your age and after your menopause, we'd always investigate low iron to make sure nothing in the gut is causing it. That doesn't mean something is wrong, but it's important to check."
"I know you mentioned your mother had bowel cancer β€” that must have been in your mind. We take that seriously, and that's exactly why we're investigating carefully rather than just giving you iron tablets."
Diagnosis explanation deductions
  • Using unexplained jargon: "microcytic hypochromic anaemia" without plain English equivalent
  • Failing to address the cancer fear once it has been elicited or is clearly present
  • Telling the patient they "definitely" have iron deficiency before investigations are complete
  • Not explaining why investigation is needed before treatment starts
πŸ”΄ Red
Diagnosis not explained Β· Jargon only Β· Cancer fear not addressed Β· No explanation of why investigation needed before treatment
🟠 Amber
Diagnosis explained but not personalised Β· Cancer fear acknowledged but not addressed Β· Differential diagnosis not considered Β· Plain English inconsistent
🟒 Green
Diagnosis explained in plain language with analogy Β· MCV interpretation linked to likely cause Β· Cancer fear named and addressed empathetically Β· Investigation rationale clearly communicated
6
Step 6
If Referral Is Needed β€” What the GP Does Before & During
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Referral in anaemia is time-critical for two reasons: malignancy may be the underlying cause (2WW standard must be met), and neurological B12 deficiency is a clinical emergency requiring treatment before specialist confirmation. The GP must act on investigation findings promptly and must not delay treatment while awaiting referral appointments. Start B12 and iron where clinically indicated β€” waiting for specialist approval wastes time and harms patients.
IndicationUrgencyWhat GP does before referralWhat GP must NOT do
Unexplained IDA in men or post-menopausal women (NICE NG12)2WW lower GIArrange FIT test; confirm IDA on FBC + ferritin; start oral iron while awaiting investigation (treatment does not preclude referral); explain 2WW process to patient in plain language; address cancer fear directly and empatheticallyDo not delay 2WW referral to see if iron treatment improves Hb; do not reassure the patient that "it's probably nothing" before investigations complete
IDA + upper GI symptoms (dysphagia, dyspepsia, weight loss)2WW upper GIRefer simultaneously to upper GI (OGD pathway) if dysphagia or significant weight loss; H. pylori breath test if dyspepsia; start PPI if dyspeptic symptoms significant; document medications (NSAIDs, aspirin) in referral letterDo not prescribe long-term high-dose PPI without OGD if weight loss or dysphagia present; do not attribute dyspepsia + IDA to "NSAID gastropathy" without endoscopic confirmation
B12 deficiency with neurological features (suspected SACD)Urgent neurologyStart IM hydroxocobalamin loading immediately β€” do not wait for specialist confirmation; document neurological examination findings; order intrinsic factor antibodies, folate, FBC, MCV; arrange urgent neurology clinicNever delay B12 replacement to wait for specialist review β€” irreversible demyelination can progress rapidly; never start folic acid before B12 replacement in a patient with B12 deficiency
Pernicious anaemia confirmed (IFA positive)Haematology β€” routineInitiate lifelong IM hydroxocobalamin 3-monthly; explain lifelong commitment; add to annual chronic disease review register; check full nutritional profile (iron, folate, TFTs β€” autoimmune clustering); arrange gastric surveillance OGD at diagnosis per local protocolDo not substitute oral B12 for IM B12 in confirmed pernicious anaemia without specialist agreement β€” intrinsic factor deficiency means oral absorption is unreliable
Coeliac-related anaemia (IDA or mixed deficiency)GastroenterologyConfirm TTG-IgA positive and total IgA; do NOT start gluten-free diet before duodenal biopsy β€” histological confirmation required; treat nutritional deficiencies (iron, B12, folate, vitamin D); check bone density (coeliac causes osteoporosis)Never advise the patient to start a gluten-free diet before biopsy β€” it causes the duodenum to normalise and gives a falsely negative biopsy; never prescribe iron alone without also checking folate and B12 in suspected coeliac
Pancytopenia or blast cells on film (suspected haematological malignancy)Haematology β€” urgent 2WWDo not transfuse before haematology review unless haemodynamically compromised; document FBC trajectory; contact haematology registrar directly if blast cells confirmed; ensure patient is contactable at all timesNever manage pancytopenia in primary care without haematology input; never delay referral to repeat bloods first; never minimise the finding to the patient if malignancy is genuinely suspected
πŸŽ“ SCA Checkpoint β€” Step 6TasksRelating to Others
Referral communication phrases
"I'd like to refer you to the bowel specialists under what's called a two-week-wait pathway β€” it doesn't mean we think something serious is wrong, but it means you'll be seen and assessed quickly, which is exactly what we want."
"In the meantime, I'm going to start you on iron tablets today β€” treating your anaemia while we investigate the cause. The two things happen in parallel, not one after the other."
"If your B12 is low and we find it's due to a problem with absorption rather than diet, you'd need an injection every three months β€” let me explain what that would involve."
Referral deductions
  • Not mentioning the 2WW referral pathway when NICE NG12 criteria are met
  • Delaying B12 loading doses until specialist appointment is confirmed
  • Starting gluten-free diet advice before coeliac biopsy has been taken
  • Telling the patient to wait until results are back before starting any treatment
πŸ”΄ Red
2WW criteria missed Β· B12 neurological emergency not treated urgently Β· Coeliac patient told to start GFD before biopsy Β· Pancytopenia not escalated to haematology
🟠 Amber
Referral identified but not explained to patient Β· Delay in starting treatment while waiting for referral Β· Referral route correct but urgency grading wrong
🟒 Green
2WW pathway named and explained empathetically Β· Treatment started in parallel with investigation Β· Urgency grading correct for each scenario Β· Patient concerns about referral addressed
7
Step 7
Management β€” Expectation Β· Goals Β· Lifestyle Β· Drug Selector Β· Drug Cards Β· Psychosocial Β· Follow-Up Β· Safety-Netting
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Management of anaemia has two equally important components: correcting the haematological deficiency, and identifying and treating the underlying cause. Prescribing iron without investigating cause, or replacing B12 without identifying why it is low, are both incomplete management plans that score poorly in SCA and risk patient harm.
7A β€” Address the patient's expectation first: validate β†’ explain β†’ negotiate
🀝
Never dismiss the expectation β€” acknowledge it, share your reasoning, then agree a shared plan
1
Validate β€” name their expectation

The most common expectation in anaemia is "just give me iron tablets and let me get on with it." In post-menopausal women and men, complying without investigation is potentially dangerous. Validate the expectation before explaining why the plan may differ.

"I completely understand you'd like to feel better as quickly as possible β€” and I want that too. The iron is something we can start today."
2
Explain β€” share your clinical reasoning

Share the reasoning behind investigating before (or alongside) treating. Use the "punctured tyre" analogy β€” topping up iron without finding the cause means it will run low again. Explain without alarming, but be honest about the purpose of the referral.

"The reason I want to investigate as well is that iron doesn't just disappear β€” your body is either not absorbing it properly, or losing it somewhere. If we just top it up without finding out why, it will keep falling."
3
Negotiate β€” offer something today

Never leave the patient with nothing β€” always offer something concrete. Even when investigation must precede full treatment, iron tablets can often start in parallel. A clear follow-up plan and a named timeframe is essential for trust and adherence.

"So here is what I'd like to do today: I'll prescribe iron tablets, arrange the blood tests and stool test, and make the specialist referral β€” all happening together. We'll speak again as soon as the results are back."
Key principle: In anaemia, treating the number and treating the patient are not the same thing. A rising Hb without a diagnosis is an incomplete consultation. The SCA examiner is looking for a candidate who investigates and treats simultaneously, not sequentially.
7B β€” Why treatment matters: goals tailored to this patient
Treatment goals in anaemia
🩸 Correct Hb to normal range (β‰₯130 g/L men / β‰₯120 g/L women) πŸ“ˆ Replenish iron stores: ferritin β‰₯30 Β΅g/L 🧠 Prevent irreversible neurological damage (B12 deficiency) πŸ” Identify and treat underlying cause ❌ Prevent recurrence β€” treat cause, not just numbers 😴 Resolve symptoms: fatigue, breathlessness, cognitive function πŸ“‹ Exclude malignancy where clinically indicated πŸ” Annual monitoring in ongoing risk groups
Motivational language β€” tailored to the patient
"For every 10 g/L rise in your haemoglobin, most people notice a real improvement in energy and breathlessness β€” and with the right treatment, we'd expect to see that rise over the next 4 to 6 weeks."
"You mentioned you want to get back to doing the things you love β€” walking to work, keeping up at school. Getting your iron sorted is one of the most direct things we can do to help with that, and it's very treatable."
7C β€” Non-medication management: mechanism + evidence + tailored advice
Generic dietary advice does not work. "Eat more iron-rich foods" without specifying which foods, how to combine them, and what impairs absorption is clinically useless. Every piece of dietary advice must be specific, measurable, and tailored to the patient's existing diet and food circumstances.
πŸ₯©
Dietary haem iron
Red meat / oily fish β‰₯3Γ—/week
Mechanism

Haem iron (from meat and fish) is absorbed at 15–35% bioavailability β€” dramatically higher than non-haem iron (2–20%). Haem iron does not require gastric acid for conversion and is minimally affected by dietary inhibitors.

Practical

Beef, lamb, pork (85g portion = 2–3mg iron); sardines, mackerel (100g = 2mg). Liver is the richest source (10mg/100g) but avoid in pregnancy (excess vitamin A). Chicken and white fish are poorer sources.

+2–3mg/day with 3 servings/week
πŸ₯¦
Non-haem iron + vitamin C
Combine plant iron with 50–100mg vitamin C per meal
Mechanism

Non-haem iron (spinach, lentils, beans, tofu, fortified cereals) requires reduction from Fe³⁺ β†’ Fe²⁺ for absorption. Vitamin C (ascorbic acid) is the most potent enhancer β€” it donates electrons for this reduction and chelates iron to keep it soluble in the duodenum.

Practical

Glass of orange juice with iron tablet or iron-rich plant meal triples absorption. Tomatoes, peppers, strawberries, kiwi with iron-rich meals. Particularly important for vegans β€” non-haem iron is their only dietary iron source.

Up to 3Γ— increased absorption with vitamin C
β˜•
Avoid iron absorption inhibitors
No tea/coffee within 1 hour of iron tablets or iron-rich meals
Mechanism

Tannins in tea and coffee form insoluble chelates with iron, reducing non-haem iron absorption by up to 60%. Phytates (in wholegrain bread, legumes) and polyphenols (in red wine) similarly inhibit absorption. Calcium (in dairy) competes with iron for the same intestinal transporter (DMT-1).

Practical

Avoid tea and coffee with meals and within 1 hour of iron tablets. Take iron on empty stomach with water or orange juice β€” if GI side effects, take with a small amount of food (not dairy). Do not combine calcium supplements with iron supplements.

Removing inhibitors improves absorption by up to 60%
🌿
B12 and folate dietary sources
B12 β‰₯2.4 Β΅g/day; folate β‰₯200 Β΅g/day (400 Β΅g pre-conception)
Mechanism

B12 is found exclusively in animal products β€” meat, fish, eggs, dairy β€” and fortified foods (plant milks, nutritional yeast). Vegans who do not supplement have near-certain B12 depletion over years. Folate is heat-labile β€” destroyed by prolonged cooking.

Practical

For vegans: B12-fortified plant milk (3 cups/day = 2.4Β΅g), nutritional yeast, or oral supplement (50–150mcg daily). For folate: leafy greens lightly steamed (not boiled), beans, lentils, fortified breakfast cereals. Fresh vegetables preferable to stored produce.

Dietary sources prevent deficiency but cannot treat existing deficiency
🍷
Alcohol reduction
<14 units/week with β‰₯2 alcohol-free days
Mechanism

Alcohol depletes folate by impairing hepatic storage, reducing intestinal absorption, and increasing renal excretion. Direct bone marrow toxicity causes macrocytosis even without folate deficiency. Alcohol-related liver disease causes haemolysis via hypersplenism. MCV remains elevated for weeks after stopping.

Practical

Use AUDIT-C tool to screen and document. For hazardous/harmful drinking: Brief Motivational Intervention, written information, NHS Talking Therapies/alcohol service referral. In folate-deficient alcohol misusers: folate supplementation treats the haematological picture but does not replace the therapeutic work needed on alcohol reduction.

MCV normalises within 2–3 months of alcohol cessation
πŸ’Š
Medication and GI blood loss review
Stop unnecessary NSAIDs; add PPI if unavoidable
Mechanism

NSAIDs inhibit COX-1 β†’ reduced prostaglandin synthesis β†’ impaired gastric mucus production β†’ mucosal damage β†’ GI blood loss. Even low-dose aspirin (75mg) causes up to 2mL blood loss per day β€” sufficient to cause IDA in susceptible individuals.

Practical

Review indication for all NSAIDs β€” can paracetamol substitute? If NSAIDs or aspirin are essential: prescribe PPI gastroprotection (lansoprazole 30mg OD). Topical NSAIDs have lower GI risk but are not zero risk. Document NSAID review in the medical record.

Stopping NSAIDs + PPI reduces GI blood loss by 70% in at-risk patients
7D β€” Prescribing guide: what to start, in what order, and why
Prescribing in anaemia follows the cause, not just the Hb. The treatment ladder differs completely depending on the aetiology: oral iron for IDA, IM B12 for pernicious anaemia, folic acid for folate deficiency. Always identify the aetiology before selecting the drug β€” and always exclude B12 deficiency before starting folic acid.
Step 1 β€” IDA: Oral iron first-line (BSH 2021)

Ferrous sulfate 200mg alternate days β€” preferred strategy

  • Alternate-day dosing (e.g. Mon/Wed/Fri) is as effective as daily dosing with significantly fewer GI side effects β€” now the preferred strategy per BSH 2021
  • Morning on empty stomach or with orange juice for maximum absorption
  • If intolerance: try ferrous fumarate or ferrous gluconate (lower elemental iron content, better tolerated)
  • Continue for 3 months after Hb has normalised to fully replenish stores (target ferritin β‰₯50 Β΅g/L)
Recheck FBC at 4 weeks β€” Hb should rise by β‰₯10 g/L; reticulocytosis visible at 7–10 days
Step 1 β€” B12 deficiency: IM hydroxocobalamin

Hydroxocobalamin 1mg IM β€” pernicious anaemia or severe deficiency

  • Loading: 1mg IM every other day for 6 doses (2 weeks), then maintenance
  • Neurological involvement: 1mg IM 3Γ—/week for 2 weeks, then 1mg every 2 months for first year
  • Maintenance (pernicious anaemia): 1mg IM every 3 months lifelong β€” never stop
  • Dietary deficiency: oral cyanocobalamin 50–150mcg daily is an appropriate alternative (NICE CKS)
Recheck FBC at 8 weeks β€” MCV normalisation and Hb improvement expected within 4–6 weeks
Step 1 β€” Folate deficiency: Folic acid (after B12 excluded)

Folic acid 5mg OD β€” ALWAYS exclude B12 deficiency first

  • Treatment dose: 5mg OD for 4 months (dietary cause); continue if ongoing cause (haemolysis, malabsorption)
  • Methotrexate co-prescription: 5mg once weekly (not on methotrexate day) β€” do not use treatment doses
  • Pre-conception prophylaxis: 400mcg daily from β‰₯12 weeks before conception to 12 weeks gestation; 5mg if high-risk (previous NTD, BMI >30, diabetes, epilepsy)
  • Haemolytic anaemia: 5mg OD ongoing to match increased folate consumption from rapid red cell turnover
⚠ CRITICAL: Never start folic acid without checking serum B12 first β€” folate corrects Hb but allows SACD to progress undetected
Step 2 β€” When oral iron fails: IV iron infusion

Ferric carboxymaltose (Ferinject) 500–1000mg IV β€” preferred agent

  • Indications: IBD (oral worsens disease), malabsorption (coeliac, bariatric surgery), oral intolerance despite alternate-day strategy, severe/symptomatic anaemia needing rapid correction, pre-operative anaemia, CKD, heart failure with iron deficiency (AFFIRM-AHF evidence)
  • Dose calculated using Ganzoni formula or simplified body-weight chart; single infusion up to 1000mg achievable
  • Hypophosphataemia: specific complication of ferric carboxymaltose β€” check phosphate 2–4 weeks post-infusion
  • Anaphylaxis precautions: resuscitation equipment required; observe for 30 minutes post-infusion
Special cases β€” CKD, cardiac failure, pregnancy, malignancy
  • CKD 3b–5: IV iron preferred; target ferritin 200–500 Β΅g/L; ESA (erythropoietin) only if Hb <100 after adequate iron repletion β€” nephrology-led decision
  • Heart failure: IV iron (ferric carboxymaltose) proven to improve symptoms and exercise tolerance in HFrEF even without frank anaemia (AFFIRM-AHF trial); ferritin <100 or ferritin 100–300 with transferrin saturation <20%
  • Pregnancy: IV iron (ferric carboxymaltose) after 14 weeks gestation if oral iron fails; target Hb β‰₯105 g/L at 28 weeks; 400mcg folate from pre-conception
  • Cancer-related anaemia: Treat concurrent IDA with iron; ESA only in chemotherapy-related anaemia with haematology guidance
7E β€” Medication selection tool β€” choose patient characteristics for tailored drug recommendations

Select patient characteristics β€” consult drug reference cards in 7F for tailored recommendations

Recommendation guide
See drug reference cards below β€” each card specifies "prefer when" and "avoid if" criteria for all clinical scenarios listed above.
7F β€” Drug reference cards: haematinics, iron preparations, and B12 / folate replacements
Ferrous Sulfate
200mg tablet (= 65mg elemental iron); generic, low cost
βœ“ Recommended
Step 1 β€” IDA200mg alternate days
βœ“ Prefer when
IDA in any patient without contraindication to oral iron β€” first-line per BSH 2021
IDA in pre-menopausal woman with confirmed menorrhagia (clear cause identified)
Dietary IDA in omnivore with correctable dietary cause
IDA while investigation for cause is pending β€” start in parallel, not sequentially
βœ— Avoid if
Active inflammatory bowel disease (oral iron worsens mucosal disease and is poorly absorbed)
Haemochromatosis β€” iron is already overloaded; supplementation causes severe harm
GI intolerance despite alternate-day dosing β€” switch to ferrous fumarate, gluconate, or IV iron
Swallowing difficulty β€” use liquid iron preparations (ferrous sulfate oral solution)
⚠ Side effects
Constipation and hard dark stools (most common) β€” advise increased fluid and fibre intake
Nausea, epigastric discomfort, bloating β€” reduced by alternate-day strategy and taking with small amount of food
Black, tarry stools β€” reassure patient this is normal and expected; does not indicate GI bleeding
Diarrhoea β€” less common than constipation; usually resolves with dose reduction
πŸ”¬ Monitor
FBC at 4 weeks β€” expect Hb rise β‰₯10 g/L and reticulocytosis; failure to respond mandates investigation review
Ferritin at 3 months post-Hb normalisation β€” must reach β‰₯30 Β΅g/L (ideally β‰₯50 Β΅g/L) before stopping iron
Review underlying cause β€” if cause not identified and Hb not responding, re-investigate before escalating iron dose
πŸ’¬ Counselling

"Take the iron on alternate days β€” Monday, Wednesday, Friday β€” ideally on an empty stomach with a glass of orange juice. Your stools will turn black β€” this is normal and not a sign of bleeding. Avoid tea and coffee for an hour before or after taking the tablet."

SCA pearl: Pre-warning about black stools and alternate-day dosing prevents non-adherence β€” up to 30% of patients stop iron in the first week due to GI side effects. This counselling prevents the most common cause of treatment failure.

Ferrous Fumarate / Ferrous Gluconate
Fumarate 210mg (69mg elemental); Gluconate 300mg (35mg elemental); Ferric maltol (Feraccru) for IBD
βœ“ Recommended
Step 1 β€” IDA altFumarate 210mg BD
βœ“ Prefer when
Ferrous sulfate GI intolerance β€” fumarate and gluconate have similar elemental iron but may be better tolerated in some patients
Ferric maltol (Feraccru 30mg BD) β€” specifically licensed for IDA in adults with IBD, including in remission; the preferred oral iron for IBD patients
Liquid preparations required β€” ferrous sulfate oral solution 150mg/5mL for patients with dysphagia or tube feeding
βœ— Avoid if
Active haemochromatosis β€” any iron preparation is contraindicated
Non-iron-deficiency anaemia β€” avoid in B12/folate deficiency or ACD where iron stores are not depleted
Active IBD flare β€” ferric maltol is appropriate in remission; IV iron preferred in active disease
⚠ Side effects
Broadly similar to ferrous sulfate β€” dark stools, constipation, nausea; generally milder due to lower elemental iron content per tablet
Ferric maltol β€” generally well tolerated; GI side effects similar to placebo in IBD trials; considerably more expensive than standard oral iron
πŸ”¬ Monitor
FBC at 4–6 weeks β€” equivalent response expected to ferrous sulfate; Hb rise β‰₯10 g/L confirms response
Ferritin at 3 months post-Hb normalisation
πŸ’¬ Counselling

"This is an alternative form of iron that may be gentler on your stomach. Take it in the same way β€” with orange juice, away from tea and coffee. Your stools may still change colour slightly β€” this is completely normal."

SCA pearl: Knowing that ferric maltol (Feraccru) is a licensed oral iron option for IBD patients in remission demonstrates specific high-yield prescribing knowledge β€” a common examiner favourite in IBD-anaemia SCA cases.

IV Iron β€” Ferric Carboxymaltose
Ferinject 50mg/mL; Monofer (ferric derisomaltose) β€” alternative with lower hypophosphataemia risk
βœ“ Recommended
Step 2 β€” IDA500–1000mg IV infusion
βœ“ Prefer when
IBD (active disease or confirmed malabsorption) β€” oral iron worsens IBD mucosal inflammation and is poorly absorbed
Malabsorption states: coeliac disease pre-biopsy, post-bariatric surgery, short bowel syndrome
Oral iron intolerance despite trial of alternate-day strategy and change of iron salt
Heart failure with iron deficiency (AFFIRM-AHF evidence β€” improves symptoms and hospitalisation even without frank anaemia)
Pre-operative anaemia requiring rapid correction (surgery within 4–6 weeks)
Pregnancy after 14 weeks when oral iron has failed or is not tolerated
βœ— Avoid if
First trimester pregnancy (safety data limited β€” use after 14 weeks only)
Known hypersensitivity to ferric carboxymaltose or any IV iron preparation
Bacterial infection β€” active infection is a relative contraindication; iron may worsen bacteraemia
Do not give simultaneously with oral iron β€” stop oral iron on day of infusion
⚠ Side effects
Hypophosphataemia β€” specific to ferric carboxymaltose; clinically significant if repeated doses or pre-existing low phosphate. Monitor phosphate at 2–4 weeks post-infusion
Infusion-related reactions β€” flushing, nausea, headache, myalgia; resuscitation equipment must be available
Anaphylaxis β€” rare (<0.1%) but potentially life-threatening; observe for 30 minutes post-infusion in supervised clinical setting
Injection site reactions β€” extravasation causes permanent skin staining; confirm IV line placement before infusion
πŸ”¬ Monitor
FBC at 2–4 weeks post-infusion β€” Hb rise of 20–30 g/L expected within 4 weeks
Phosphate at 2–4 weeks β€” supplement if <0.6 mmol/L; specific complication of ferric carboxymaltose
Ferritin at 3 months β€” do not re-infuse without checking ferritin; over-supplementation risks haemosiderosis
πŸ’¬ Counselling

"This is an iron infusion given through a drip β€” it takes about 15 minutes and delivers a much larger amount of iron than tablets can. You'll need to stay with us for 30 minutes afterwards to make sure you're well. Many people notice an improvement in energy within 2 to 3 weeks."

SCA pearl: Knowing when IV iron is indicated (IBD, malabsorption, intolerance, HFrEF, pre-operative) rather than defaulting to "increase the oral dose" is a high-yield differentiation marker in the Tasks domain β€” commonly tested in IBD or HFrEF SCA cases.

Hydroxocobalamin IM (B12)
1mg/mL IM injection; Cytamen (cyanocobalamin oral) β€” dietary deficiency only
βœ“ Recommended
Step 1 β€” B12 def1mg IM Γ— 6 loading, then 3-monthly
βœ“ Prefer when
Pernicious anaemia (autoimmune gastritis with intrinsic factor deficiency) β€” oral B12 cannot be absorbed; IM route bypasses intrinsic factor; lifelong treatment mandatory
B12 deficiency with neurological features (SACD) β€” begin immediately without waiting for specialist; use neurological loading schedule
Post-gastrectomy or post-bariatric surgery β€” permanent loss of intrinsic factor or bypassed absorption; lifelong IM B12 regardless of serum level
Dietary deficiency where oral B12 adherence is uncertain or absorption is questionable
βœ— Avoid if
Confirmed hypersensitivity to hydroxocobalamin or cobalt (extremely rare)
Dietary B12 deficiency in adherent patient β€” oral cyanocobalamin 50–150mcg daily is an appropriate and more convenient alternative (NICE CKS); reserve IM for confirmed malabsorption or non-adherence
⚠ Side effects
Injection site pain, redness, itching β€” rotate injection sites (deltoid, gluteus); most patients tolerate well long-term
Hypokalaemia β€” refeeding phenomenon during initial loading; red cell maturation consumes potassium; check K⁺ if clinically indicated
Acneiform rash β€” rare; hydroxocobalamin can occasionally trigger acne-like skin eruptions
Anaphylaxis β€” very rare; resuscitation equipment available for first injection in patients with history of previous reactions
πŸ”¬ Monitor
FBC at 8 weeks β€” MCV should normalise and Hb should improve; reticulocytosis within 1 week of loading
Serum B12 levels are NOT useful for monitoring IM therapy β€” remain elevated due to the injection itself; monitor clinically and via FBC response
Concurrent iron and folate deficiency β€” B12 treatment unmasks concurrent IDA or folate deficiency; recheck ferritin and folate at 6 weeks
πŸ’¬ Counselling

"This injection replaces the vitamin B12 your body can't absorb from food anymore. You'll need a course of 6 injections over 2 weeks to top up your stores, and then one injection every 3 months for the rest of your life. It sounds a lot, but most people manage it very well and really notice the difference."

SCA pearl: Explaining the lifelong injection commitment is the key SCA challenge in pernicious anaemia. Acknowledge the needle concern empathetically: "I know injections aren't everyone's favourite thing β€” most people tell me they barely notice it once they get into a routine."

Folic Acid
5mg tablets (treatment); 400mcg tablets (prophylaxis / pre-conception)
βœ“ Recommended
Step 1 β€” Folate def5mg OD for 4 months
βœ“ Prefer when
Folate deficiency β€” dietary cause, AED-related, alcohol-related β€” always after B12 has been checked and confirmed normal
Pre-conception: 400mcg daily from β‰₯12 weeks before trying to conceive until 12 weeks gestation (neural tube defect prevention)
High-risk pre-conception: 5mg daily if previous NTD, BMI >30, diabetes, epilepsy, or partner has NTD history
Haemolytic anaemia: 5mg OD ongoing to match increased folate consumption from rapid red cell turnover
βœ— Avoid if
B12 deficiency has NOT been excluded β€” folic acid corrects macrocytosis and Hb but allows SACD to progress; this is the most critical prescribing safety rule in anaemia
Undiagnosed malignancy β€” high-dose folic acid may theoretically promote cell division; do not prescribe without anaemia evaluation in unexplained cases
Folic acid allergy (rare) β€” substitute with folinic acid (specialist guidance required)
⚠ Side effects
Generally very well tolerated β€” GI upset (nausea, bloating) is rare
Hypersensitivity reactions β€” very rare; bronchospasm and anaphylaxis reported
Can mask B12 deficiency neurological progression β€” hence the absolute rule to check B12 first before every prescription
πŸ”¬ Monitor
FBC and serum folate at 4 months β€” MCV should normalise; Hb should improve substantially
Recheck B12 at 3 months if there was any initial uncertainty β€” ensure it remains normal while folate is being replaced
Address underlying cause β€” folate deficiency will recur if alcohol misuse, AED, or dietary cause is not treated concurrently
πŸ’¬ Counselling

"This tablet replaces a vitamin called folate that's important for making healthy red blood cells. You'll take it every day for 4 months. We've also checked your B12 vitamin β€” it's important that both are normal before starting."

SCA pearl: The absolute rule "always exclude B12 deficiency before starting folic acid" is one of the highest-yield exam facts in haematology. Prescribing folic acid without checking B12 in a macrocytic anaemia case is a significant Tasks domain deduction.

Blood Transfusion (packed red cells)
Hospital-administered; single unit re-check strategy (NICE NG24)
βœ“ Recommended
Emergency / Hospital1 unit, recheck, transfuse further if needed
βœ“ Prefer when
Symptomatic severe anaemia: Hb <70 g/L with rest breathlessness, tachycardia, or haemodynamic instability
Cardiac disease or post-cardiac surgery: transfuse if Hb <80 g/L with symptoms (higher threshold due to impaired cardiac reserve)
Active haemorrhage with haemodynamic compromise β€” regardless of actual Hb (Hb lags behind clinical picture in acute bleeds)
Pre-operative anaemia refractory to IV iron when surgery cannot be delayed
βœ— Avoid if
Asymptomatic anaemia with Hb >70 g/L β€” transfusion is not a substitute for corrective haematinic therapy; IDA and B12 deficiency should be treated with supplementation
Haemochromatosis without haemorrhage β€” transfusion worsens iron overload
Suspected haematological malignancy before haematology review β€” transfusion may complicate bone marrow picture
⚠ Side effects
TACO (transfusion-associated circulatory overload) β€” most common serious complication; risk in elderly, CKD, cardiac failure β€” transfuse slowly, use furosemide cover in high-risk patients
TRALI (transfusion-related acute lung injury) β€” rare but life-threatening; onset within 6 hours; requires ITU support
Febrile non-haemolytic transfusion reactions β€” most common overall; managed with slowing transfusion and paracetamol
Haemolytic transfusion reaction β€” ABO incompatibility; fatal if not recognised; mandatory group and save, cross-match, bedside identity checks
πŸ”¬ Monitor
FBC 1 hour post each unit β€” reassess clinical need before transfusing next unit (single unit strategy, NICE NG24)
Target Hb 70–90 g/L (or 80–100 in cardiac patients) β€” not normal range; avoid over-transfusion
Investigate and treat underlying cause β€” transfusion is a bridge, not a definitive treatment for iron or nutritional deficiency
πŸ’¬ Counselling

"We're giving you a blood transfusion to bring your blood count up to a safe level β€” this will help with the breathlessness and tiredness fairly quickly. We'll check your levels after each bag and decide together whether you need more. We'll also work on why your iron is low so we can treat the underlying cause."

SCA pearl: Knowing the transfusion threshold (Hb <70; <80 in cardiac patients) AND that transfusion does NOT substitute for corrective haematinic therapy in chronic anaemia are both high-yield Tasks domain facts.

7G β€” Psychosocial impact of the diagnosis: work, daily life, relationships & long-term wellbeing
πŸ«‚
Living with anaemia β€” the impact extends far beyond the blood count
Anaemia affects every aspect of daily functioning β€” cognitive performance, physical capacity, emotional resilience, and social engagement. B12 deficiency in particular can cause significant neuropsychiatric symptoms including depression, irritability, and memory impairment, which may be attributed to mental health problems before the haematological cause is identified. The GP must proactively address both the clinical and the lived experience of anaemia.
πŸš—
Driving and occupational safety

Anaemia is not a DVLA notifiable condition, but severe anaemia (Hb <80 g/L) significantly impairs concentration, reaction time, and cognitive function β€” the same impairments that make driving dangerous. Patients should avoid driving if they feel faint, severely breathless, or cognitively impaired.

Occupations requiring physical exertion or precision work (healthcare, construction, operating machinery) may be temporarily affected. Occupational health referral is appropriate if severe anaemia is likely to persist for more than 2–4 weeks without rapid correction.

Post-treatment, most patients can resume all normal activities as Hb improves β€” set a clear expectation: 4–6 weeks for meaningful improvement with oral iron.

"While your blood count is this low, I'd ask you to take it easy with driving β€” particularly if you feel at all light-headed or faint. Once we've started treatment and your levels begin to rise, you should notice a real difference within a few weeks."
🧠
Mental health, cognition, and memory

B12 deficiency is a well-recognised cause of cognitive impairment, depression, irritability, and in severe or prolonged cases, psychosis ("megaloblastic madness"). Patients with unexplained depression, anxiety, or cognitive decline should have B12 and folate checked as part of the initial work-up.

IDA in adults is associated with fatigue-driven depression, impaired concentration, and reduced executive function β€” these symptoms often resolve fully with treatment, and the patient should be told this to provide hope and motivation to adhere to treatment.

Screen with PHQ-9 if mood is significantly low β€” these are comorbidities, not caused solely by anaemia, but they interact and both need addressing.

"Some of the low mood and 'brain fog' you've described can be directly linked to your B12 levels β€” this is very treatable, and most people notice a significant improvement in their thinking and mood once their B12 is restored."
πŸ‘Ά
Reproductive health and pregnancy

Anaemia significantly affects fertility and pregnancy outcomes. Severe IDA can disrupt ovulation. Untreated IDA in pregnancy is associated with preterm birth, low birth weight, and maternal haemorrhage at delivery.

Folic acid is essential for neural tube development β€” must begin at least 12 weeks before conception and continue to 12 weeks gestation. High-dose (5mg) if high-risk. B12 deficiency in pregnancy also increases NTD risk independently.

Hydroxocobalamin injections are safe in pregnancy. IV iron is safe after 14 weeks. Oral iron is first-line in pregnancy but nausea may be more challenging in the first trimester.

"Are you or your partner thinking about having children? There are some really important things we should sort out now β€” getting your iron levels up and making sure you're taking folic acid gives your baby the best possible start."
πŸ’Ό
Work performance and sick leave

Severe fatigue from anaemia is the most common reason for occupational impairment β€” reduced concentration, inability to complete physical tasks, and frequent sick leave. These consequences are often invisible to employers and may result in disciplinary action if the cause is not documented.

Providing a GP letter confirming a medical diagnosis with a predicted recovery timeline supports the patient in the workplace. A fit note may be appropriate for severe cases (Hb <80, symptomatic at rest) β€” plan for phased return once Hb begins to recover.

For shift workers or those with irregular eating patterns: alternate-day iron dosing at a consistent time is more likely to be adhered to than three-times-daily schedules.

"I want to make sure you're properly supported at work. I'm happy to write a letter explaining your diagnosis and what we're doing about it β€” that might help your employer understand why you've been struggling."
πŸ’‰
Lifelong medication burden β€” B12 injections

Pernicious anaemia requires lifelong IM hydroxocobalamin injections every 3 months β€” this represents a permanent change in the patient's relationship with healthcare. For patients with needle phobia, this is a significant psychological burden that must be acknowledged and not minimised.

The 3-monthly injection schedule integrates into most patients' routines over time, but the initial commitment must be explained honestly and empathetically. If needle phobia is significant, refer for CBT or systematic desensitisation before forcing an injection approach.

During the first year, patients should understand that neurological recovery (if SACD was present) may be slow and incomplete β€” managing expectations prevents despair when improvement is slower than hoped.

"I know the idea of injections every three months forever sounds daunting. Most of my patients tell me that once they're in the routine, it becomes just another part of looking after themselves β€” and the improvement in how they feel makes it absolutely worth it."
πŸ₯—
Dietary identity and cultural context

For vegan and vegetarian patients, framing dietary B12 or iron advice as "your diet is causing this" creates shame and may harm the therapeutic relationship. The GP's role is to supplement β€” not to change the diet β€” while providing factual information about the nutritional profile of plant-based diets.

Cultural dietary practices (halal restrictions, South Asian and East Asian dietary patterns, fasting during Ramadan) may affect iron and B12 intake. Explore cultural context before prescribing dietary changes β€” work within the patient's values.

Oral iron tablets are porcine-gelatine free (most NHS tablet formulations) β€” confirm this for patients who require halal or vegan preparations, and prescribe gelatine-free ferrous sulfate tablets or liquid formulations accordingly.

"Your diet sounds really thoughtful β€” I'm not suggesting you need to change it. What I'd like to do is make sure we supplement the nutrients that can be harder to get in sufficient quantities from plant-based foods alone."
7H β€” Follow-up schedule
1
4 weeks β€” Initial treatment response (IDA)

Recheck FBC. Hb should have risen by β‰₯10 g/L and reticulocytosis should be visible on blood film. If no response: confirm diagnosis, check adherence, exclude ongoing blood loss, re-evaluate for malabsorption or alternative aetiology. IV iron if oral iron has failed despite confirmed IDA.

Mandatory checkAdherence review
2
6–8 weeks β€” B12 treatment response

Recheck FBC and clinical neurological status after B12 loading is completed. MCV should begin to normalise and Hb should be improving. Check for concurrent iron deficiency β€” B12 treatment unmasks underlying IDA as marrow demand increases. Confirm whether cause is pernicious anaemia vs dietary.

B12 reviewNeurological reassessment
3
3 months β€” Hb normalised; continue iron to replenish stores

Once Hb has normalised, oral iron should continue for a further 3 months to replenish iron stores (target ferritin β‰₯30–50 Β΅g/L). Recheck ferritin. Address underlying cause β€” has menorrhagia been managed? Has coeliac biopsy been completed? Has alcohol been reduced?

Store replenishmentCause addressed?
4
6 months β€” Cause confirmed + ongoing management

Review 2WW investigation results. Confirm aetiology is documented and managed. Ensure coeliac, IBD, or other chronic disease management is optimised. Confirm pernicious anaemia patients are on the register for lifelong recall. Review prescriptions β€” is oral iron still needed?

Cause documentedRegister update
5
Annual β€” Ongoing risk groups

Annual FBC + ferritin (Β± B12 + folate) in: pernicious anaemia patients (3-monthly B12 injection recall + annual bloods); patients on long-term metformin; patients with IBD, CKD, coeliac disease; post-bariatric surgery patients (iron, B12, folate, vitamin D annually); patients with menorrhagia until menopause; patients on long-term AEDs.

Chronic disease recallHigh-risk monitoring
7I β€” Monitoring: the BIRD rule β€” Blood count Β· Iron stores Β· Response Β· Duration

Memory rule β€” BIRD

Blood count at 4 weeks (IDA) or 8 weeks (B12 deficiency) β€” expect Hb rise β‰₯10 g/L. Iron stores (ferritin) at 3 months post-Hb normalisation β€” must reach β‰₯30 Β΅g/L before stopping iron. Response failure = new investigation, not dose escalation. Duration: oral iron 3 months post-correction; B12 lifelong (pernicious anaemia); folate 4 months (treat cause simultaneously).

TreatmentTestTimingAction threshold
Oral iron (ferrous sulfate)FBC (Hb + reticulocytes)4 weeksHb rise <10 g/L β†’ reassess adherence, exclude ongoing loss, consider malabsorption or alternative aetiology
Oral iron (ferrous sulfate)Ferritin3 months post-Hb normalisationFerritin <30 Β΅g/L β†’ continue iron for further 1–3 months; do not stop treatment once Hb is normal alone
IV iron (ferric carboxymaltose)FBC + phosphate2–4 weeks post-infusionPhosphate <0.6 mmol/L β†’ phosphate supplementation; Hb rise expected 20–30 g/L within 4 weeks
Hydroxocobalamin IM (B12)FBC + clinical neurological review8 weeks after loading completePersistent neurological features β†’ urgent neurology referral; Hb improvement expected within 4–6 weeks
Hydroxocobalamin IM (pernicious anaemia)FBC annually; ferritin + folate at 6 monthsAnnualNew anaemia despite regular injections β†’ concurrent iron or folate deficiency; serum B12 not useful for monitoring IM therapy
Folic acid 5mg ODFBC + serum folate4 monthsMacrocytosis and Hb not normalised β†’ re-check B12; confirm cause of folate deficiency has been addressed
Patient groupTarget HbTarget ferritin / B12 / folate
Adult malesβ‰₯130 g/L (WHO normal)Ferritin β‰₯30 Β΅g/L (ideally β‰₯50 Β΅g/L)
Adult females (non-pregnant)β‰₯120 g/L (WHO normal)Ferritin β‰₯30 Β΅g/L (ideally β‰₯50 Β΅g/L)
Pregnancyβ‰₯105 g/L at 28 weeks (NICE NG25)Ferritin β‰₯30 Β΅g/L; folate β‰₯7 nmol/L; B12 normal
CKD on ESA therapyHb 100–120 g/L (NICE NG203 β€” avoid >130 g/L)Ferritin 200–500 Β΅g/L; transferrin saturation β‰₯20%
Post-bariatric surgeryβ‰₯120 g/L (women) / β‰₯130 g/L (men)Ferritin β‰₯50 Β΅g/L; B12 β‰₯300 ng/L; folate normal; vitamin D β‰₯75 nmol/L
B12 deficiency (all causes)Hb normalised to sex-appropriate range within 8–12 weeksSerum B12 not a useful monitoring target on IM therapy β€” use FBC and clinical response
7J β€” Safety-netting: exact phrases + medico-legal rationale

⚠ Three scenario-specific phrases β€” use these verbatim

πŸ”΄ Emergency β€” acute GI haemorrhage or haemodynamic compromise
"If at any point you vomit blood, notice very dark or black tarry stools, feel faint or collapse, or develop severe chest pain β€” please call 999 immediately and do not wait to contact the surgery. These are signs that need emergency assessment the same day."
Names specific symptoms (not generic "feel worse") and gives a specific action (call 999, not 111). Pre-empts the most serious consequence of untreated GI blood loss β€” haemorrhagic shock β€” and is medico-legally protective by documenting that the patient was informed of emergency presentations.
πŸ’Š Medication β€” oral iron side effects and adherence
"Your stools will turn black when you start the iron tablets β€” this is completely normal and expected, and is not a sign of bleeding. If you develop stomach cramps or constipation that you can't manage, please contact us before stopping the tablets, as we can change the type or timing to make them more tolerable."
Non-adherence to iron is most commonly caused by GI side effects β€” up to 30% of patients stop without telling their GP. Pre-warning about black stools prevents panic (which leads to stopping tablets), and giving explicit permission to call if side effects are troublesome keeps the patient engaged rather than abandoning treatment silently.
🟠 Urgent β€” symptoms not improving or new neurological features
"If you don't feel any improvement in your energy levels within 4 to 6 weeks β€” or if you develop new tingling or numbness in your hands or feet, or notice any problems with your balance β€” please come back and see us straight away rather than waiting for your routine appointment."
A failure to respond to oral iron by 4 weeks requires clinical reassessment β€” possible ongoing blood loss, malabsorption, or incorrect diagnosis. Naming neurological symptoms (tingling, balance) specifically pre-empts delayed presentation of B12 deficiency, which can develop concurrently with IDA, and gives the patient a clear, named reason to return urgently.
4 weeksRoutine FBC review β€” IDA treatment response check; if no improvement, do not wait to 8 weeks before acting
Immediate (999)Chest pain + anaemia Β· Haematemesis or melaena Β· Syncope or near-syncope
Within 1 weekNew neurological symptoms Β· Failure to tolerate iron despite alternative strategies Β· Significant worsening of breathlessness at rest
πŸŽ“ SCA Checkpoint β€” Step 7 (Final)TasksRelating to OthersGlobal Skills
Closing the consultation β€” phrases that score
"So to summarise what we've agreed today: I'm prescribing iron tablets, arranging blood tests, and making a specialist referral β€” all happening in parallel. Does that all make sense?"
"I want to make sure I've addressed the worry you came in with today β€” the concern about whether this could be something serious. That's exactly why we're investigating carefully."
"Is there anything else you wanted to ask me today β€” anything I haven't covered, or anything you're still not sure about?"
"If anything changes before your next appointment β€” in particular any of the symptoms I mentioned β€” please don't hesitate to contact us."
"I'll be in touch personally as soon as the results are back β€” usually within 3 to 5 working days."
Deductions β€” closing
  • Not summarising the plan back to the patient before ending the consultation
  • Not checking whether the patient has any remaining questions (closing question)
  • Failing to address cancer anxiety that was raised earlier in the consultation
  • Giving a management plan without explaining why each element is needed
  • Not naming when the patient will next hear from the practice
  • Safety-netting in vague terms: "come back if you're worse" rather than naming specific symptoms and a specific action
Tasks domain β€” full criteria
  • Correct identification of anaemia type by MCV and clinical context
  • Red flags elicited and correctly actioned (2WW where indicated; B12 with neuro = start B12 immediately)
  • Appropriate investigations planned (FBC + ferritin + B12 + folate minimum; FIT test)
  • Correct first-line treatment selected (oral iron for IDA; IM B12 for pernicious anaemia; folic acid only after B12 excluded)
  • Underlying cause addressed in the management plan (not just the Hb)
  • Named follow-up with specific timeframe and results communication plan
Relating to Others β€” full criteria
  • Open question used to begin consultation; patient given time to lead
  • ICE fully explored: idea about cause named, concern (cancer fear) addressed, expectation acknowledged and negotiated
  • Diagnosis explained in plain language β€” anaemia analogy, cause explanation, reason for investigation
  • Shared decision-making explicit β€” patient agrees to management plan
  • Empathy demonstrated specifically regarding cancer fear, needle phobia (B12), or lifestyle concern
  • Closing question asked: "Is there anything else?" β€” mandatory for full RO marks
πŸ”΄ Red β€” failing
Iron prescribed without cause investigation Β· B12 deficiency with neuro not treated urgently Β· Folic acid started before B12 checked Β· Cancer fear unaddressed Β· No safety-netting Β· No closing question Β· Plan not summarised
🟠 Amber β€” borderline
Treatment correct but cause investigation not fully explained Β· Cancer fear acknowledged but not fully resolved Β· Safety-netting generic rather than specific Β· Closing question omitted Β· Patient understanding not checked
🟒 Green β€” strong pass
Treatment + investigation in parallel Β· Cause addressed specifically Β· B12 treated urgently if neuro Β· Folic acid/B12 rule applied Β· Cancer fear named and resolved Β· Specific safety-netting with named symptoms and actions Β· Summary + closing question + named follow-up
Anaemia β€” SCA Consultation Scorecard
Based on the official SCA Consultation Tool Β· RAG self-assessment Β· Use after every practice consultation
0/ 33 pts
🌐
Global Skills
Structure, language, responsiveness
0/7
βœ“
Tasks
Clinical reasoning, diagnosis, management
0/15
🀝
Relating to Others
Communication, rapport, shared decision making
0/11
RAG Self-Assessment Guide
πŸ”΄ Red β€” not achieved
Item was absent, vague, or handled in a way that would concern an examiner. Would not contribute to passing the consultation.
🟠 Amber β€” partially achieved
Item was present but incomplete, generic, or not personalised to this patient. Would score partial credit but not full marks.
🟒 Green β€” fully achieved
Item was present, specific, personalised, and would be confidently credited by the examiner as a strong pass element.
011172533
Fail
Borderline
Pass
Strong pass
πŸ“‹
Complete the checklist above to see your score interpretation and feedback
"I've just been so tired all the time, Doctor. A colleague at work said I looked really pale last week and she told me I should come and get checked out. I wasn't going to bother, but I suppose she had a point."
Who you are

Mrs Sarah Thornton, 52 years old. Primary school teacher β€” you love your job but it's busy and demanding. Post-menopausal for 18 months (last period was 18 months ago). You take ibuprofen daily for chronic lower back pain and drink about 2 glasses of wine most evenings. You stopped eating red meat 5 years ago for ethical reasons and eat mostly pasta, salads, and bread. You haven't had a blood test in several years.

Hidden agenda

Your mother died of bowel cancer at the age of 62. You've been having some vague right-sided abdominal discomfort for about 6 weeks but haven't told anyone because you're frightened it might be cancer. You're convinced that if you say it out loud, it will become real. If the doctor asks about bowel symptoms, you'll initially say "no" but will admit to the abdominal pain and occasional loose stools if asked sensitively and directly. You haven't noticed any blood in your stools β€” you've checked. Your real fear is cancer, not the tiredness.

Symptoms if asked directly
  • Tiredness for about 3 months β€” "I feel exhausted even after a full night's sleep"
  • Breathlessness climbing stairs at school β€” new over the past month
  • Cold all the time β€” "I used to be warm, now I'm always freezing"
  • Hair falling out more than usual in the shower
  • Nails feel thin and brittle
  • No rectal bleeding if asked directly (honestly)
  • Right-sided abdominal discomfort (admits if asked twice, sensitively)
  • Stools have been slightly looser for about 6 weeks (admits if directly asked)
  • No weight loss
  • No night sweats
Lifestyle + bonus details
  • Eats mostly plant-based β€” pasta, vegetables, bread, cheese. No red meat for 5 years. Does eat fish about once a week.
  • Drinks 2 glasses of wine most evenings (approx 14 units/week β€” at the upper limit of safe drinking)
  • Takes ibuprofen 400mg up to three times daily for back pain (has not seen anyone about this recently)
  • Does not take vitamin supplements
  • Bonus detail if asked about tea/coffee: "I drink about 4–5 cups of tea a day, usually with my meals"
  • Moderate exercise β€” walks to work, but stopped going to the gym when she got tired
"I appreciate you explaining all of this, but I'm really worried β€” is it possible that this could be something more serious? My mum had bowel cancer at 62 and I'm only 10 years younger. Can't you just tell me now whether you think it's cancer?"

Resolution: The patient accepts the plan if the candidate: (1) explicitly acknowledges her cancer fear by name without dismissing it ("I understand why that's in your mind, especially given your mother's history β€” and that's exactly why we need to investigate carefully"); (2) explains that investigation will happen quickly under the 2-week wait pathway; (3) offers something tangible today (iron tablets + blood tests), with a clear results timeline and personal contact. The patient will NOT accept a plan that only involves waiting for blood results before starting treatment, or one that dismisses the cancer concern without addressing it.

πŸ₯
Clinic Quick Reference
Anaemia β€” Clinical Decision Framework
NICE CKS Anaemia 2023 Β· BSH 2021 Β· First Presentation
β–Όexpand
🚦 1 β€” Triage System
Patient presents with fatigue / pallor / breathlessness / incidental low Hb on FBC
↓
πŸ”΄ Emergency β€” 999 / A&E
  • Hb <70 g/L with cardiovascular compromise
  • Active haemorrhage β€” haematemesis / malaena
  • Neurological B12 deficiency β€” SACD suspected
  • Haemolytic anaemia (jaundice + falling Hb)
  • Aplastic crisis (sickle cell / thalassaemia + fever)
999 or direct admission
🟠 Urgent β€” 2WW / Same Day
  • IDA β€” man or post-menopausal woman (NICE NG12 2WW)
  • Unexplained iron deficiency β€” any age without clear cause
  • Rectal bleeding + IDA β†’ 2WW colorectal
  • Dysphagia + IDA β†’ 2WW upper GI
  • Weight loss + anaemia β†’ 2WW appropriate pathway
2WW referral in parallel with treatment
🟒 Routine β€” Primary Care
  • Pre-menopausal woman with heavy periods + IDA
  • Dietary B12 / folate deficiency (vegan, poor diet)
  • Anaemia of chronic disease β€” stable comorbidity
  • Pregnancy-related anaemia β€” routine ANC pathway
Investigate + treat in primary care
πŸ”¬ 2 β€” MCV-Guided Diagnostic Pathway
MCV Classification
MCV <76 fL β€” Microcytic
IDA (ferritin <30) Β· Thalassaemia (normal/high RBC) Β· ACD with iron deficiency Β· Sideroblastic anaemia
MCV 76–96 fL β€” Normocytic
ACD Β· CKD Β· Haemolysis Β· Acute blood loss Β· Mixed deficiency (B12+iron together)
MCV >96 fL β€” Macrocytic
B12 deficiency Β· Folate deficiency Β· Alcohol Β· Hypothyroidism Β· MDS Β· Methotrexate / hydroxyurea
First-Line Investigations
ALL:FBC + reticulocyte count + blood film
Microcytic:Ferritin Β· Serum iron Β· TIBC Β· Transferrin saturation Β· Hb electrophoresis (if thalassaemia risk)
Macrocytic:Serum B12 Β· Folate Β· TFTs Β· LFTs Β· MMA (if B12 equivocal)
GI cause:FIT test Β· Coeliac serology (tTG IgA + total IgA) Β· H. pylori if upper GI symptoms
Haemolysis:LDH Β· Haptoglobin Β· Bilirubin Β· DAT (Coombs)
CKD / ACD:U&E Β· CRP Β· ESR Β· Ferritin (may be falsely elevated)
πŸ“Š 3 β€” Key Numbers
Hb <130
Anaemia β€” males g/L (WHO)
Hb <120
Anaemia β€” females g/L (WHO)
<76 fL
Microcytic MCV threshold
>96 fL
Macrocytic MCV threshold
Ferritin <30
IDA with symptoms (Β΅g/L)
Ferritin <15
IDA confirmed (Β΅g/L)
B12 <150
Deficiency β€” treat (ng/L)
Hb <70
Transfusion trigger (g/L)
4 weeks
FBC recheck β€” oral iron response
β‰₯10 g/L
Expected Hb rise at 4 weeks
3 months
Continue oral iron post-normalisation
6 doses
IM hydroxocobalamin loading course
πŸ’Š 4 β€” Medication Choice by Aetiology
Treatment Ladder
IDA
Ferrous sulfate 200mg OD/alternate-day β€” oral first-line (BSH 2021); alternate-day = equal efficacy, fewer side effects
IV
Ferric carboxymaltose (Ferinject) β€” if malabsorption, IBD, intolerance, CKD, HFrEF
B12
Hydroxocobalamin 1mg IM every other day Γ— 6 β†’ every 3 months lifelong (PA); daily oral if dietary only
Fol
Folic acid 5mg OD Γ— 4 months β€” only after B12 excluded/treated; 400Β΅g pre-conception (5mg if high risk)
β›” Absolute Prescribing Rules
Never start folic acid without first checking / treating B12 β€” masks SACD; irreversible neurological damage can occur with a normal blood count
Never treat post-menopausal / male IDA without investigating the cause β€” 2WW referral is mandatory under NICE NG12
Never advise gluten-free diet before duodenal biopsy β€” GFD normalises villous architecture within weeks; histological diagnosis is permanently lost
Do not delay IM B12 when neurological features present β€” start loading doses in primary care immediately; SACD is time-critical
⚠ 5 β€” Safety Netting & Follow-Up
πŸ”΄ Emergency β€” haemorrhage / neurological
"If you notice any blood in your vomit or very dark tarry stools β€” that's an emergency β€” call 999 immediately; do not wait to call me."
πŸ’Š Oral iron β€” side effects & monitoring
"Your stools will turn black β€” that's the iron, not bleeding, and it's completely expected. If you get bad stomach cramps, try taking it every other day. Come back if you can't tolerate it at all."
🟠 2WW β€” cancer concern
"You'll hear from the hospital within 2 weeks to arrange the camera test. If you haven't heard in 10 days, please call us and we'll chase it directly."
Follow-up timeline
1
Day 1–3: 2WW referral submitted; IM B12 loading started if PA/neuro features
2
4 weeks: FBC recheck β€” Hb should rise β‰₯10 g/L if adherent and cause corrected
3
6–8 weeks: Confirm B12 / folate response; review coeliac serology results
4
3–6 months: Continue iron for 3 months post-normalisation; review cause management
5
Annual: B12 if PA (3-monthly IM lifelong); metformin users; CKD / IBD monitoring
πŸ“Œ If Hb does not rise β‰₯10 g/L at 4 weeks β†’ reassess adherence, diagnosis, and cause
πŸ”¬ 6 β€” Monitoring & Red Flags
Drug / situationTestTimingAction threshold
Oral iron (IDA)FBC4 weeksHb rise <10 g/L β†’ reassess cause, adherence, absorption
Oral iron (IDA)FBC + ferritin3 months post-normalisationFerritin <50 Β΅g/L β†’ continue iron; Hb normal + ferritin replete β†’ stop
IV iron (Ferinject)Serum phosphate2–4 weeks post-infusionHypophosphataemia β€” specific complication of ferric carboxymaltose
Hydroxocobalamin IMFBC8 weeksMCV normalisation and Hb rise confirms response; B12 level not useful for monitoring IM therapy
Folic acidFBC + B12 recheck4–8 weeksIf macrocytosis persists, review B12 status and alcohol intake
Metformin (>5 years)Serum B12AnnualB12 <150 ng/L or symptoms β†’ start IM hydroxocobalamin
🚨 Red flags requiring urgent action: Hb <70 g/L with symptoms Β· Active haemorrhage Β· Neurological features + macrocytosis Β· Weight loss + IDA Β· Dysphagia + IDA Β· Rectal bleeding + IDA β†’ 2WW / hospital same day
πŸ›‘οΈ Safeguarding: IDA in a child or domestic abuse context Β· Unexplained anaemia in elderly (carer-related neglect) Β· Anaemia with unexplained bruising Β· Safeguard per local MASH pathway if concern raised
πŸŽ“
SCA Exam Quick Reference
SCA Consultation Blueprint
Tasks Β· Relating to Others Β· Global Skills Β· RAG guide
β–Όexpand
πŸ• 12-Minute Consultation Flow β€” with Domain Scoring
0–2 min
Open & Agenda-Set
"I can see from your notes that you've been feeling very tired β€” tell me in your own words what's been going on."
Reference the existing information β€” do not re-ask what is documented. Let the patient lead for at least 60 seconds before moving to targeted questions.
Relating to Others Global Skills
βœ— "How long have you been tired?" (re-asking documented info) Β· βœ— Launching straight into checklist questions Β· βœ— Interrupting within first 30 seconds
2–7 min
Targeted History + ICE
"Is there anything specific that's worrying you about all of this?" Β· "What were you hoping we might be able to do today?"
GI symptoms (rectal bleeding, dark stools, bowel habit, dysphagia, weight loss) Β· Menstrual history Β· Neurological features (tingling, balance, memory) Β· Diet (red meat, vegan, alcohol) Β· Medications (NSAIDs, metformin, PPIs, AEDs, methotrexate) Β· PMH (coeliac, IBD, CKD, bariatric surgery) Β· FH (GI malignancy)
Tasks Relating to Others
βœ— Not asking about GI bleeding directly Β· βœ— Missing cancer fear as the hidden concern Β· βœ— No ICE explored
5–8 min
Examination + Investigation Plan
"I'd like to examine you β€” I'll check your eyes for pallor, feel your tummy, and also examine your nervous system given some of your symptoms."
State which examinations and why. Name investigation plan: FBC + ferritin + B12 + folate + FIT test Β± coeliac serology. Explain results timeline and communication method. Triage decision: 2WW if NG12 criteria met.
Tasks Global Skills
βœ— Omitting FIT test in IDA without clear cause Β· βœ— Not stating examination rationale Β· βœ— No results timeline given
7–10 min
Explain + Negotiate Plan
"Your blood count is low because your body's iron stores have run out β€” like an engine trying to run with an empty fuel tank." Β· "I want to address what you mentioned about your mum β€” that concern is completely understandable and it's exactly why we're going to investigate this properly."
Plain English explanation using analogy. Address cancer fear directly β€” name it, validate it, explain the investigation pathway. Validate expectation β†’ share reasoning β†’ negotiate: start iron today in parallel with investigation, not sequentially.
Tasks Relating to Others
βœ— Using "anaemia" without explaining it Β· βœ— Not addressing the cancer concern Β· βœ— Saying "wait for results before starting treatment"
10–12 min
Safety-Net + Close
"Your stools will turn black on the iron β€” that's completely expected, not a sign of bleeding. If you see actual blood or feel much worse, that's when to call 999." Β· "Is there anything else on your mind before we finish?"
Named symptoms + named actions. Monitoring plan (4 weeks FBC). Summarise plan back to patient. Check understanding. Named follow-up contact. Closing question mandatory.
Tasks Relating to Others Global Skills
βœ— Vague safety-net ("if things get worse, see us") Β· βœ— No closing question Β· βœ— No named follow-up
πŸ”΄πŸŸ πŸŸ’ RAG Scoring β€” All 3 Domains
Tasks Domain
🟒
MCV-guided diagnosis; correct first-line treatment; 2WW if NG12 criteria; FBC at 4 weeks; specific safety-net; cause addressed
🟠
Treatment correct but investigation plan incomplete; 2WW considered but not arranged; safety-net vague
πŸ”΄
Wrong haematinic prescribed; post-menopausal IDA treated without investigation; folate started without B12 check; no safety-net
Relating to Others
🟒
Cancer fear named and validated empathetically; ICE fully explored; plain English used throughout; shared decision-making explicit; closing question asked
🟠
Cancer concern noted but not fully addressed; ICE partly explored; some jargon used without explanation; plan partly negotiated
πŸ”΄
Cancer fear ignored or dismissed; no ICE; plan imposed not negotiated; no empathy demonstrated; medical jargon unexplained
Global Skills
🟒
Logical structure; data gathering complete by minute 7; uses existing information; appropriate language; responds to cues; closes within 12 minutes
🟠
Mostly structured; slight time pressure; some re-asking of documented information; mostly appropriate language
πŸ”΄
Re-asks documented information; unstructured consultation; runs out of time; ignores non-verbal cues; inappropriate language for context
πŸ’¬ Key Phrases β€” ICE, Diagnosis & Plan
πŸ’­ Ideas β€” what the patient thinks
"What do you think might be causing all of these symptoms? Have you had any thoughts about what it could be?"
😟 Concerns β€” the hidden agenda
"Is there something specific that's worrying you β€” something you'd like us to make sure we rule out?"
🎯 Expectations β€” what they want today
"What were you hoping we might be able to do for you today?"
βœ… Validate β€” cancer fear
"I completely understand why your mum's history is in your mind β€” and that's exactly why we need to investigate this properly, not just treat the blood count."
πŸ—£οΈ Explain β€” plain language
"Your blood count is low because your iron stores have run out β€” like an engine trying to run on an empty fuel tank. The symptoms you're feeling are your body's way of telling you it can't carry enough oxygen around."
πŸ”š Close β€” before finishing
"Before we finish β€” is there anything else on your mind, or anything you'd like to go over again?"
🚫 9 Danger Zones β€” Instant Deductions
βœ—
Starting folic acid without checking B12β†’ Always check B12 first; folic acid masks SACD
βœ—
IDA in post-menopausal woman — no 2WW referral→ NICE NG12 mandates 2WW; iron alone is never sufficient
βœ—
Not addressing the cancer fear directly→ Name it, validate it, explain the investigation — every time
βœ—
Re-asking documented information ("are you tired?")β†’ Use existing information; say "I can see you've been tired…"
βœ—
Advising gluten-free diet before duodenal biopsy→ Refer first; GFD normalises biopsy within weeks
βœ—
Delaying IM B12 when neurological features present→ Start loading doses immediately; SACD is irreversible
βœ—
Vague safety-net ("come back if worse")β†’ Name the symptom + name the action + name the timeframe
βœ—
No closing question asked→ "Is there anything else?" is mandatory — scores Relating to Others and Global Skills
βœ—
Saying "wait for results before starting treatment"β†’ Treatment and investigation run in parallel β€” start iron + request 2WW simultaneously
πŸ’Š Drug Quick-Pick by Scenario
IDA β€” tolerated oral iron
β†’Ferrous sulfate 200mg alternate-day
BSH 2021: alternate-day = equal efficacy, fewer GI side effects; recheck FBC at 4 weeks
IDA β€” oral iron intolerance / IBD / CKD
β†’IV ferric carboxymaltose (Ferinject)
Check serum phosphate at 2–4 weeks post-infusion (hypophosphataemia specific to FCM)
Pernicious anaemia / B12 deficiency
β†’Hydroxocobalamin 1mg IM Γ— 6 loading
Then 1mg IM every 3 months lifelong; B12 level not useful for monitoring IM therapy β€” use FBC
Dietary B12 deficiency (vegan diet)
β†’Oral cyanocobalamin 50–150Β΅g OD
Oral B12 works if intrinsic factor intact; check adherence and recheck at 3 months
Folate deficiency (confirmed B12 normal)
β†’Folic acid 5mg OD Γ— 4 months
ONLY after B12 checked and treated if low; pre-conception: 400Β΅g (low risk) or 5mg (high risk: DM, epilepsy, obesity, previous NTD)
Symptomatic Hb <70 g/L / cardiac disease
β†’Blood transfusion β€” hospital referral
Single-unit strategy (NICE NG24); recheck FBC after each unit; transfusion is a bridge, not a haematinic
β›” Never start folic acid without B12 Β· Never treat IDA in men/post-menopausal without 2WW Β· Never advise GFD before biopsy Β· Never delay IM B12 when neurological features present
Reviewed: July 2026 Β· citations verified against current NICE / UK guidance